The field of financial planning and analysis (FP&A) has witnessed remarkable advancements in recent years, driven by technological innovations and changing business landscapes.

In 2025 and beyond, the need to embrace the psychological and interpersonal components to financial planning will be critical to meeting the needs of future generations." Rob Burgess.

But there's another vital task a financial advisor can help with: estate planning. According to a 2023 study released by Caring.com, only 34% of Americans have an esta Subscribe To Newsletters ...

Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. They ...

This trust then creates higher loyalty, ultimately leading to high overall satisfaction (Source: eMoney and Financial Planning Association, The Transformative Power of Technology on Client ...

Family financial planning encompasses various aspects, including budgeting, goal setting, debt management, college planning, retirement planning, insurance coverage, and estate planning.

A new study led by Joe Gladstone, assistant professor of marketing in the Leeds School of Business, found that people who plan for their future financial needs are less likely to die prematurely than ...

To account for inflation in your financial planning, adjust your income needs conservatively, considering a 3% inflation rate. For example, if you currently live on $125,000 a year, you'd need ...

Read this article for an introduction to financial planning 101 by trying out 7 steps to meet your financial goals. My Account. Benzinga Edge. Benzinga Research. Benzinga Pro. Login. money.

Wealth managers can create financial plans that encompass estate planning, investment strategies, property, retirement, divorce and more. Some wealth managers require you to have a minimum amount ...

One favorite software program for financial planning and analysis, especially for startups and new businesses, is LivePlan. I love LivePlan as it makes all the essential first steps for a business ...

These five financial planning solutions are affordable and easy to learn and use so you can quickly master managing your business's finances. — Getty Images/tdub303.