How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical process: collecting historical data, analyzing ...

We break down key considerations and questions to ask when meeting and interviewing financial advisors, so you can choose the best one for you. Do you know what to look for when choosing a financial ...

Fees paid by clients based on assets managed by advisor Fees paid by clients for advice (not based on assets) Note: The MoneySense Find A Qualified Advisor tool is a paid service for advisors in ...

According to a recent Financial Planning Magazine 2022 Tech Survey, two-thirds of the financial advisors who responded said that technology is key to serving more clients and driving business growth.

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

The lifetime gift and estate tax exemption is scheduled to decline by half in 2026 under current law. 1 As all eyes begin to focus on the upcoming presidential and congressional elections, ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...