To be successful today, CPA personal financial planners must be prepared for many challenges. Increased longevity and rising health care costs have made the creation of strong retirement plans both ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.

A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...

Besides a number of helpful FAQ's about money topics, the site includes "Ask The Money Doctor," anonline resource for consumers who are looking for guidance about personal financial matters. Qualified ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

The evolution of data gathering tools, data scanning and population technology, and other tax automation products have many tax preparers concerned that the days of consistent revenue from tax ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

There are many ways to get free financial advice from a variety of sources. It may be possible to see a financial advisor for free or at a reduced cost. For more complex financial planning issues, ...

There has been a 26 per cent increase in the number of advisers who signed up for the Chartered Institute for Securities & Investment’s Financial Planning Week to help educate the UK.