a new Center City tech startup on a mission to help more people cash in on financial planning by connecting first-time ...

There are various valuation methods, such as discounted cash flow analysis, market comparables using multiples of earnings or ...

When it comes to building a solid financial plan, insurance often isn’t the first piece that comes to mind. It should be part ...

What Investors Really Want to See in Your Financial PlanMany entrepreneurs err by believing investors seek flawless figures ...

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

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls ...

“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 ...

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