Financial planners share their top retirement strategies, from utilizing Roth accounts to delaying Social Security to highlighting the value of a personalized financial plan.

You don’t need to be a millionaire to start a financial plan. You don’t even have to know where you’re headed — at least at first.

October is Financial Planning Awareness Month, an opportunity for advisors to engage with existing clients and attract prospects.

The firm that crafted Lackawanna County’s long-term financial management plan will make a public presentation on county finances early next month ahead of the mid-October release of the ...

The events for prospective clients may sound old-fashioned or too sales-focused, but marketing experts and advisors explain ...

At a Revenue Advisory Task Force meeting Monday, district leaders discussed the financial crisis. Board members said they ...

Alex Angst, CKA, CFP, financial advisor and founder of wealth management company RISE Capital, witnessed this dysfunction firsthand during his 16-year career ...

Planning for the possibility that a pet will outlive its owners or its owners’ ability to attend to it is sometimes overlooked in financial planning. “If your pet is important to you, regardless of ...

It’s early days in the era of generative artificial intelligence—early enough that most people are still figuring out what it’s good for and how to use it. So the time seems right for a guide to how ...

Completing East Penn’s $95 million renovation and expansion work on Eyer and Lower Macungie middle schools will require tax increases and additional borrowing, financial plans presented Monday show.

Fort Financial Credit Union and INOVA Federal Credit Union plan to merge, a move they said should benefit their members. Both credit unions, a Thursday news release said, have a “shared commitment to ...

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified Molly Grace is a staff money writer at Buy Side covering banking, home equity ...