Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

A survey of wealthy Americans by Charles Schwab reveals a fascinating generational divide over how, and when, we leave money to our heirs.

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...

January is the perfect time to make some financial moves, like rebalancing your portfolio or making sure you're getting the ...

According to Grand Junction financial planner, Matt Schuller, this is the perfect time to start dialing into retirement ...

Financial planners say their clients earn passive income with online products and advertising revenue, in addition to ...

Tax season is a good time to focus on what you can control, and to review your investments and map out a plan to meet your ...

Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should break in 2025. Emphasizing “mindfulness,” the money guru says it ...

What sets high-net-worth individuals apart when planning for retirement? It's not fancy investments or exclusive strategies - ...

NEXT shares 11 financial planning tasks for small business owners to help them get the most out of the next calendar year.

A financial planner provides the objectivity needed to work through the decision-making process, as well as the necessary ...