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Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth management and financial planning both support these decisions, but they ...

Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told. Part of ...

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, ...

With all the uncertainty in the world, why not plan for success? Financial planning is not a “one-size-fits-all” approach. True financial planning should consider every aspect of your past, present, ...

WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans despite looming retirements ...

Strategic planning is the process of identifying where you want your company to be in the future and then charting steps to get there. However, you can't get where you want to go unless you have the ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Set clear, realistic financial goals to guide budgeting and investment decisions. Prioritize budgeting to manage both fixed and variable monthly expenses effectively. Invest regularly in diversified ...

Going through the process of constructing a financial plan is a valuable exercise for any business owner. The financial plan helps guide the day-to-day decision making of the business. Comparing ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...