I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That ...

Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. As the year starts to wind down, it’s a great time to ...

WASHINGTON, Nov. 12, 2025 /PRNewswire/ -- With just a few weeks left in 2025, the American Institute of CPAs (AICPA) advises taxpayers to take action and make year-end tax and financial planning moves ...

Here are important financial planning tips for single parents. Nov. 16, 2013 — -- intro: Long-term financial planning for single parents has its challenges. "Losing a job or becoming ill can be ...

Women face unique challenges when it comes to financial planning. They still face a gender pay gap, and they tend to save and invest at lower rates compared to men. For these reasons and more, women ...

Small businesses aren’t as small as you might think. They drive 44% of the U.S. GDP and employ more than 60 million Americans, according to U.S. Chamber of Commerce estimates. Yet despite their impact ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

It’s hard to believe the holiday season is upon us, bringing both excitement and extra financial responsibilities. For many families, managing celebrations alongside everyday budgets can feel a bit ...