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

“Retirement is an irreversible decision in some ways. You can always go back to work after you retire, but it’s very unlikely ...

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

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

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 ...

Communication, shared values and consistent saving are the keys to overcoming financial stress and building long-term wealth.

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

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

Protect your wealth You need to protect yourself through products such as Life, Disability, and Critical/Severe Illness ...

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