Learn about the definition, importance, components, and challenges of financial planning for clergy and religious professionals. Discover useful resources.

Domain Money reports on key Q1 strategies for 2026 financial success, focusing on goal-setting, retirement contributions, and ...

Planning for the possibility that a pet will outlive its owners or its owners’ ability to attend to it is sometimes overlooked in financial planning. “If your pet is important to you, regardless of ...

A rock-solid financial plan ensures that your assets are working to secure both your short- and long-term stability. Having a clear financial strategy also brings invaluable peace of mind, as it ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

According to recent research, tax planning is the top service clients with at least $250,000 in assets want from their financial advisor. To stand out in a competitive market, you need to take your ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

Whether it's a reluctance to discuss death or hesitation to ask about inheritance, a lack of open communication among family members presents one of the most significant threats to effective estate ...

Chloe A. Moore, CFP is the Founder of Financial Staples, a virtual, fee-only financial planning firm. Chloe is a contributor to Business Insider and serves on the Financial Advisory Board for Bankrate ...

As AI adoption continues to gather momentum across the global wealth industry, financial planners are still getting to grips with the emerging technology – and while there's no final verdict yet, new ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...