Whether you're doing financial planning for clients or referring them to advisory firms, the traditional approach is to assess a client's risk tolerance, goals, and time horizon to arrive at a magic ...

One strategy that high school graduates have used in recent years is taking a year off between high school and college in order to better determine what is the right fit for a student. Approximately 2 ...

Life can take unexpected turns. Whether it’s a catastrophic injury, a long-term illness, or navigating care for a loved one with disabilities, planning for the future can feel overwhelming. That’s ...

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When personal finance columnist Michelle Singletary took the stage at the NAPFA Fall Conference in Washington, D.C., today, she didn’t open with charts, forecasts or inflation talk. Instead, she told ...