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 ...

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

Health insurance company eHealth surveyed 1,000 Americans born between 1965 and 1996 to see how millennials and Gen Xers are reacting to the possible loss of the government-funded insurance ...

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 ...

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

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 ...

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.

There’s no one-size-fits-all answer to whether or when you should hire a financial advisor. But certain situations lend themselves to the need for financial advice.

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 ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...