Are Financial Apps and Websites Effective in Helping Individuals with their Financial Goals? Implications for Financial Planners

The Foundation for Financial Planning is the nation’s only charitable organization solely devoted to supporting the delivery of pro bono financial planning to at-risk populations.

Financial Advice, Investment Knowledge, and Portfolio Diversification

Facilitating Virtual Client Meetings for Money Conversations: Skills, Strategies, and Outcomes.

Get to know planners and career paths in a fun and engaging way! Join host Stephanie Trexler, CFP® as she interviews Erica James, CPA, Luis Rosa, CFP®, EA and Hannah Moore, CFP®.

Most likely, hard work from founders who were tenacious networkers got you to where you are today. Sales and marketing are different now, with proactive outreach shifting from direct contact to education through content and slow nurturing of prospects

Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability.

In times of great challenge and uncertainty, business leadership is critical.

Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns unavailable for an investment portfolio.

There is a new narrative in retirement planning! One where Behavioral Economics and Positive Psychology are used to help clients plan for the psychological aspects of retirement.