Like the best football teams, you can win at financial planning by executing a strategy, making halftime adjustments and ...

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

Wisdom comes in all shapes and sizes, but not all of it is true, especially when it comes to these seven retirement financial ...

The popular personal finance program for high school students, the High School Financial Planning Program, has been redesigned. The University of Minnesota Extension and the Minnesota Credit Union ...

Explore the top 5 budgeting and forecasting software of 2025 designed to streamline financial planning, enhance decision-making, and improve operational efficiency for businesses of all sizes.

The notion of a 100-year life is no longer speculative. Advances in medical science, wellness innovations, and lifestyle ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

In a world where financial independence has become increasingly important, setting clear financial goals is essential for ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says ...

To fully realize GenAI's potential, financial institutions must address data constraints, ethical considerations, ...