News

The U.S. Department of Education is planning to implement a new screening process to prevent financial aid fraud. California ...
Any estate planning you do should align with your family's values. They were the guiding light I needed when I did our family ...
After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my ...
Black-owned businesses face alarming closure rates without proper succession planning. Discover essential steps to protect ...
You can start a systematic investment plan today, but determine your financial goals, how much you'd like to contribute, and when you need the funds before you begin.
Discover how a disciplined financial planning approach transformed a young couple's lives, leading them to homeownership, ...
Jimmy Buffett's ongoing legal battle provides a window into estate planning issues and what Americans should do.
Financial planning is a dynamic process that requires ongoing attention. Life circumstances, income levels, and economic conditions change, and your financial plan must adapt accordingly.
Financial adviser Tom West, CLU®, ChFC®, AIF®, founded Lifecare Affordability Plan (LCAP) to address a critical need for actionable planning that integrates finances, healthcare and senior housing.
In this scenario, working with a financial advisor would be the best option to identify a 10%, 20%, or even 30% drop in benefits compared to your current plan.
In my last column, I delved into the critical importance of rigorous professional financial planning standards. Coupled with a fair and thorough enforcement process, they safeguard the public interest ...