Explore how financial advisors and financial planners differ.

Discover the truth behind 10 common financial planning myths that many South Africans believe. Learn how to take control of ...

“Financial planning is a little different from wealth management or a financial advisor, ” says Lissa Lumutenga, CFP, the founder of financial education website Wealth for Women of Color.

Golf is so much more enjoyable when you’re playing with friends or at least people you get along with. It’s a great way to ...

Financial planning is a blend of many elements including investment, insurance, tax, estate, retirement, and cash flow planning, but it is necessarily more than a rifled approach to any one of ...

The plan unites both needs and wants for one's future. A financial plan will also look at any shortfall of funds. Few people, when they first engage a financial planner, will have saved sufficiently.

Even savvy savers can miss these costly retirement mistakes. Learn how to avoid tax traps, income gaps and healthcare shocks ...

Market chaos? Stay cool, stick to your plan and let smart investing strategies turn the roller coaster into a wealth-building ...

The term "financial planner" evokes images of wealthy families in elegant mansions, supported by the passive income of a professionally managed fortune. In fact, most clients of financial planning ...

About Business Financial Planning. The process of financial planning in business is designed to forecast future financial results and determine how best to use the company's financial resources in ...

The “typical” financial planning process is set up around children, but it doesn’t have to be. These things are worth ...

Susan Tillery and Thomas Tillery will speak at the Building Your Tax & Financial Planning Advisory Business Workshop, held online and live in Las Vegas on July 24–25, prior to AICPA & CIMA ENGAGE 2021 ...