An annual financial checkup is a proactive step toward achieving and maintaining financial health. By systematically ...

Trump’s tariffs are having a surprising impact on the U.S. dollar. Here’s how investors can benefit.

Smart financial planning can set your family up for success. Learn 7 key strategies every parent needs to secure their ...

We must be willing to explore adding additional compensation models to increase financial planning’s accessibility and the peace of mind it provides.

A shoestring budget is challenging, but it can transform your financial life. Learn how to operate on a tight budget and the ways it affects your financial health.

Typical financial planning often involves a mechanical process ... fostering a commitment to both financial health and the relationship itself. Ultimately, this holistic approach empowers you ...

Longevity has its price: Planning ahead for health care needs beyond retirement Americans are living longer than ever before while simultaneously paying more for their health care. Health spending has ...

By assessing your financial health, you can identify areas for improvement, and take action to set yourself on a better path.

A good financial plan—both for an elder and ... capital expenses over a three-to-five-year period A review of health insurance plan(s) for what is covered and what is not An overview of all ...

A comprehensive financial plan is vital and should include an emergency fund, health care costs and long-term care. A plan should build in a savings amount of somewhere between three- and 12 ...

Award winning financial planning firm, Acumen Financial Planning, is hosting free financial health checks at its office at ...

It's no secret that more and more CPAs are offering financial services to their clients.