Financial advisers often start with goal-based planning: what the client wants to accomplish. This is just a start, though. This goal-based aspect of planning is lost along the way as the focus ...

My daughter recently graduated from a master’s program at a university in Texas. My wife and I attended the ceremony and made a car trip out of it, visiting the Grand Canyon and other national parks ...

Milestone Financial Planning LLC of Bedford announces that it is the first investment adviser in New Hampshire to earn the B Corporation certification. B Corps are for-profit companies that seek to be ...

Milestones are necessary when you want to turn a large project into smaller, achievable goals. You should put some thought into creating them because choosing the right milestones can increase client ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to retirement planning, there are a few milestone ages that ...

In an era where extended lifespans are becoming the norm, planning for 100-year lives is increasingly essential. The World Economic Forum highlights how fintech is poised to reshape wealth management ...