The Bottom Line: Military servicemembers and their families move far more often than the average American. Moving is an expensive and time-consuming experience. You need to be prepared and organized, ...

Financial literacy is an essential life skill that helps you take the steps towards achieving long-term financial security. As you begin your journey towards financial literacy, this checklist can ...

The month of December often whizzes by in a flurry of gift buying, cookie baking and snow shoveling. But the final month of the year is also a good time to get your finances in order and prepare for ...

A significant difficulty facing many families during deployment is often a disruption in communications. This can be especially true when it comes to personal finance. Maintaining a family financial ...

When I started my career, a common refrain I heard was not to work with physicians. They were touted as difficult clients who asked too many questions and thought they knew everything. As I complete ...

The start of a new year is about more than just parties and parades, it’s the perfect time to step back, assess your finances, and set yourself up for success. Whether you’re focused on saving for ...

You have graduated from college and landed a job. Planning for retirement may seem like a distant concern, and paying off your debts may feel like a monumental task. But now is the time to make some ...

Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in ...

Imagine you are boarding a commercial airliner. You assume your personal safety is paramount to the pilot and his team. But once seated, you discover the pilot has disregarded his preflight checklist.

In fact, in a pioneering survey conducted last year, one in three respondents admitted to lying to their spouses about money, leading to arguments, distrust, separation and divorce. Experts agree that ...

Financial planning checklist and flowchart provider fpPathfinder is integrating with Wealthbox, a CRM software developer, to provide advisors using both services with financial planning checklists ...