Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...

The pace of change in our communities is faster than ever, and change is happening whether we are ready for it or not. Here are six steps to get on the right path as you think about your next ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

The succession planning process is essential to any business, regardless of the times. However, when times are uncertain, planning ahead becomes even more critical. As of this writing, various factors ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

Newly single clients have a number of financial planning issues they may need to address in the wake of a divorce or the death of a spouse. One of these issues is their estate planning. In both cases, ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...

Daily planning is a must in any business. But if you find yourself regularly avoiding this crucial daily action, you may need to change your planning approach. Otherwise, you may find yourself ...

As 2025 winds down, many affluent families are taking stock, not just of markets and account balances, but of what those numbers really mean. For years, financial success has been measured by numbers, ...