To be successful today, CPA personal financial planners must be prepared for many challenges. Increased longevity and rising health care costs have made the creation of strong retirement plans both ...

A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...

The evolution of data gathering tools, data scanning and population technology, and other tax automation products have many tax preparers concerned that the days of consistent revenue from tax ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Besides a number of helpful FAQ's about money topics, the site includes "Ask The Money Doctor," anonline resource for consumers who are looking for guidance about personal financial matters. Qualified ...

Jake Safane has nearly 15 years of journalism and marketing experience on topics ranging from local entrepreneurship to international banking. He has written for publications such as The Economist, LA ...

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, ...