Merging lives with a new spouse comes with financial implications, no matter how you plan to manage your money as a couple.

The month of December often whizzes by in a flurry of gift buying, cookie baking and snow shoveling. But the final month of the year is also a good time to get your finances in order and prepare for ...

In fact, in a pioneering survey conducted last year, one in three respondents admitted to lying to their spouses about money, leading to arguments, distrust, separation and divorce. Experts agree that ...

As the year draws to a close, retirees should take some time to review their financial situation. You can also make adjustments now to ensure a prosperous and secure year ahead. After all, with a well ...

Financial planning checklist and flowchart provider fpPathfinder is integrating with Wealthbox, a CRM software developer, to provide advisors using both services with financial planning checklists ...

You get to start over in the New Year. What does that mean to your personal finances, and where do you start? A long list can be intimidating. But I’m betting some of these steps will take only a few ...

You have graduated from college and landed a job. Planning for retirement may seem like a distant concern, and paying off your debts may feel like a monumental task. But now is the time to make some ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

When you hear the term audit, you may immediately think of a team of IRS officers rummaging through your files looking for discrepancies and errors in your business's tax returns. However, financial ...