I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a custom ...

“Retirement is an irreversible decision in some ways. You can always go back to work after you retire, but it’s very unlikely ...

Financial planners say their clients earn passive income with online products and advertising revenue, in addition to ...

This financial planner's rich clients have a financial plan and stick to it, and are always looking for ways to reduce their ...

Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should ...

For next-generation planners, future-proofing lies in mastering emotional intelligence to strengthen client relationships and ...

What sets high-net-worth individuals apart when planning for retirement? It's not fancy investments or exclusive strategies - ...

President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...

A financial planner provides the objectivity needed to work through the decision-making process, as well as the necessary ...

NEXT shares 11 financial planning tasks for small business owners to help them get the most out of the next calendar year.