A holistic financial plan goes beyond—here’s how to approach it.

There are many financial professionals who call themselves financial planners. Everyone from insurance salespeople, investment brokers and managers or CPAs who dabble with planning call themselves ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Retirement plan advisors have an opportunity to elevate their offerings beyond “funds, fees and fiduciary.” That was the word from Vestwell’s leadership, who discussed why integrating a suite of ...

What are the different elements you should consider when creating a financial plan? A comprehensive financial plan should always begin with your goals. What is it that you are hoping to accomplish or ...

We like to pretend we are going to live forever. Most of us would rather do just about anything other than think deeply about our own death. That’s why positioning life insurance to clients is ...

No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated. After all, one change to the tax code can disrupt decades of careful planning and ...

When is the last time you took inventory over your personal finances? What are your financial strengths and weaknesses? No matter where you are in life, a thoughtful review of your financial picture ...

If you are trying to get your finances back on track, you might start with a budget, but have you considered making a holistic financial plan? Local financial professional Barry Bigelow from Great ...