Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the ...

Whether your portfolio is large or growing, learn how to apply the rigorous standards of high-net-worth investors when choosing a financial adviser.

In a market obsessed with returns, it’s the financial plan, not the portfolio, that determines whether investors survive or ...

Financial plan implementation involves taking concrete steps toward achieving financial objectives. Discover the key ...

Christian Urbina, CFP®, CFA, President and Chief Investment Officer of Prosperitus Wealth Advisors, LLC, understands this ...

Following the six-step financial planning process can ensure that you are well on your way to a financially secure retirement ...

As economic changes such as inflation and interest rate changes occur, having your financial plan in order is important to ...

Learn what holistic financial planning is, the importance of having a comprehensive plan, and the benefits from following a ...

When his grandmother thanked him for finally making her financial picture understandable, Michael Merlin began to feel the pull toward wealth management. A Holocaust survivor, his grandmother often ...

Douglas County Commissioner Gene Dorsey is concerned that a crisis is “imminent” at Bert Nash Community Mental Health Center, ...

A sophisticated legacy plan can prevent mismanagement, overspending, and loss of inheritances that you leave. It includes several legal tools in addition to a will.

City Council gave direction on a five year financial plan, with the goal of finding the best path forward for funding ...