Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take ...

Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries and sharing your knowledge with others.

When retiring early, married couples can use this little-known (and legitimate) strategy to take a six-figure income every ...

Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

AI financial advisors are disrupting the industry by making personalized advice more affordable and accessible to all.

Officials at the University of Massachusetts Amherst say with lack of clarity on federal funding cuts, proactive financial planning is now an urgent matter.

Envestnet is partnering with BlackRock, Fidelity Investments, Franklin Templeton and State Street to offer alternative investments in model portfolios.

Ben Henry-Moreland is a Senior Financial Planning Nerd at Kitces.com, where he specializes in writing and speaking on financial planning topics including tax, practice management, and technology.

Like many others, his financial planning firm already uses AI tools to streamline admin, transcribe and generate action points from client meetings, and help visualise analysis of client portfolios.

In reality, this can leave their nest eggs dangerously overexposed in the event of a market downturn, said Christopher Briscoe, director of financial planning at Girard, a Univest Wealth Division.