Category: Financial Planning

Modern Financial Planning in Action: Insights from Andrea Sorenson (YMCA) at Planful Perform ’24 Conclusion As we look towards the future of financial planning, it’s […]

Alternative Ways to Manage Your Money Without Budgeting Apps Are you tired of using budgeting apps to manage your money? Looking for alternative ways to […]

Navigating Partial Retirement: A New Approach to the Traditional Concept Retirement: A Gradual Transition, Not a Finish Line In American culture, retirement is often seen […]

AAB Wealth Acquires Synergy Financial Planning, Expanding Assets Under Advice to Over £800 Million The recent acquisition of Bishopbriggs-based Synergy Financial Planning by AAB Wealth […]

Study Finds Affluent Investors Exhibit Behavioral Bias: How Financial Advisors Can Help In a recent study conducted by Cerulli Associates and MarketCast, it was found […]

The Importance of Regularly Reviewing Vendors and Third-Party Service Providers As a financial advisor, the security and integrity of your clients’ data should be a […]

Evolution of Recordkeepers’ Services and Interactions with Plan Participants: Navigating Technological Advancements and Financial Wellness The role of recordkeepers in managing plan participant assets and […]

Meet Jim Wessels: A Diverse and Knowledgeable Financial Advisor In the world of financial advising, Jim Wessels stands out as a standout advisor with a […]

Maximizing Tax Savings with Qualified Small Business Stock Opportunities: A Guide for Financial Advisors and Clients Are you looking for a way to maximize your […]

GOL Linhas Aéreas Announces Five-Year Financial Plan and Fleet Expansion Strategy In a recent announcement, GOL Linhas Aéreas Inteligentes revealed its new five-year financial plan […]