Figuring out how much you'll need to retire is an important step in planning for retirement. You'll need enough to cover the ...

Nordwand Capital, a $4 billion multifamily office and registered investment advisor (RIA), today announced that Douglas DeLong, CFA, has joined the firm as Managing Director and Financial Advisor. Mr.

This is where the idea of financial mindfulness is gaining attention. Taking inspiration from age-old philosophies like Zen, ...

Fact checked by Yarilet Perez The term "financial planner" evokes images of wealthy families in elegant mansions, supported ...

Celebrating 25 years in business, OakWood Financial Services delivers holistic, client-focused wealth planning for clients.

Brad Barrett, the host of the ChooseFI podcast, shared four mistakes he sees people make in their early retirement.

A review of the financial markets over the past few decades reveals many years of impressive returns. While it may feel as though markets have consistently moved upward, those gains have been ...

Alternative assets, like private equity, real estate, and fine are can help families preserve wealth, express values, and ...

Data analytics has evolved beyond traditional forecasting and budgeting. It has become an active decision validation engine.

How do you know when is the right time to turn over your planning to a financial planner? There's a few key signs.

Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter of the Financial Planning Association (FPA) will offer 15-minute free sessions as ...

Parents of a child with a disability face a variety of routine challenges, every day. There are financial impacts that ripple through daily expenses, long-term planning and estate planning. Even for a ...