Personal financial planning

Retirees are living longer than ever, increasing the challenge facing financial advisers charged with the responsibility of making sure they don’t run out of funds.

Personal financial advisers share perspective on creating a safe space where clients feel comfortable about sharing information crucial to a successful professional partnership.

With uncertainty and caution about money common, it’s important to have a firm grasp on spending habits and other aspects of personal finance. A survey shed light on the mood, and the AICPA offered advice for managing financial stress as part of National Financial Literacy Month.

Putting in writing what happens in the event of divorce is important for high-net-worth clients especially, and with the right approach, these agreements can be created with care and respect.