No matter the size or scope of your financial goals, a financial plan can help make them a reality. Financial planning is the ...

A coauthor of the JofA’s Professional Liability Spotlight column discusses the risks for CPAs related to the Great Wealth Transfer, how accountants can serve as a “critical guardrail” for clients, and ...

While living in Europe provides a lifestyle and opportunities that many Americans find deeply rewarding, it also introduces ...

Your financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.

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Here are five key things investors need to know to start the trading day.

The more people who have eyeballs on your situation, the better — but at some point, you are going to need a legal specialist ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Looking for the right retirement plan advisor? In this episode, Stephen Puckett of Fiduciary Pension Partners breaks down how ...

The College for Financial Planning—a Kaplan Company is launching the Professional Generational Wealth Transfer Advisor designation program (PGWTA℠), designed to help financial advisors prepare for one ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

We might hear the term a lot, but what does it actually mean? Put simply, personal financial planning is a strategy by which you can achieve your financial goals. These financial goals can be short or ...