Financial planning is a systematic approach aimed at organizing one's financial affairs to achieve personal economic satisfaction and long-term goals. At its core, it involves analyzing an ...

Many people set financial goals as part of their New Year’s resolutions, such as paying down debt or building an emergency ...

Anthony Villis sets out the six structural forces that will reshape private banking and wealth management in 2026 ...

WASHINGTON, Nov. 12, 2025 /PRNewswire/ -- With just a few weeks left in 2025, the American Institute of CPAs (AICPA) advises taxpayers to take action and make year-end tax and financial planning moves ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

Women face unique challenges when it comes to financial planning. They still face a gender pay gap, and they tend to save and invest at lower rates compared to men. For these reasons and more, women ...

Here are important financial planning tips for single parents. Nov. 16, 2013 — -- intro: Long-term financial planning for single parents has its challenges. "Losing a job or becoming ill can be ...

From investing to building an emergency fund, here are five tips for financial planning as a '20 something' as we ring in the ...