Make It Personal: Why Customized Advice Matters When Working With a Financial Pro Here in the final installment of a five-part series on The Power of Financial Planning, we look at the all-important personalization aspect of financial planning — how…

Life is full of “what-ifs” — difficult-to-foresee developments that, if they come to pass, can turn a person’s life upside down, particularly if he or she hasn’t taken steps to plan for them in advance. One of those big what-if’s…

“I love the idea of directly impacting peoples’ lives,” Natalie Colley says from her office on Broadway in New York City. That desire to personally connect with and positively affect others is the chief reason Colley left the pharmaceutical industry…

The EX Factor: Why There’s Value in a Financial Adviser’s Experience — and How to Measure It Here in the fourth installment of a five-part article series on The Power of Financial Planning, we look at the power of experience…

Here’s what we know: The U.S. economy remains in high gear. Unemployment is near all-time lows. Investors are content as the stock market continues its lengthy run-up. Interest rates have nudged higher, as has the U.S. inflation rate. All against…

All it takes is a glance at the bills from your medical and health insurance providers — and the dent that paying them makes in your bank account — to know that healthcare costs are rising steadily from year to…

Everyone has a unique vision for how their retirement will unfold — a story they want to write for themselves once they move to the next phase of life. “The story is different for each person,” observes FPA member Monica…

The third installment in a five-part article series on The Power of Financial Planning explores the many areas of specialization within the field of financial planning, and why it can be in a person’s best interests to work with a…

After a quiet, steady and sometimes spectacular bull market in 2017, stock market volatility returned with a stomach-churning vengeance early in 2018, conjuring unpleasant memories of the major recession of a decade ago, and reminding investors just how important it…

In early April 2018, The Street, a finance and investing website, ran an article headlined, “Why Cryptocurrency Could Be the Next Frontier in Retirement Investing.” A few days later, an article headlined, “The Scary Truth About Bitcoin and How It…