Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

Improve your chances of growth and success by covering these bases in your financial plan.

Small businesses aren’t as small as you might think. They drive 44% of the U.S. GDP and employ more than 60 million Americans, according to U.S. Chamber of Commerce estimates. Yet despite their impact ...

Many small business owners overlook financial planning, often waiting until it’s too late. A well-crafted financial plan provides business owners with clarity, stability and control. Bruce Helmer and ...

A good advisor works to stay informed on the latest economic trends, market demographic changes and new strategies for growing their clients' investments. But it can be difficult to stay ahead of the ...

Small businesses face real financial challenges, especially in the current economic climate. According to PYMNTS, 60% of small and mid-sized companies have cash flow challenges, often through their ...

Tax strategy planning is a vital aspect of running a business that goes far beyond just handling financial tasks. Taxes are often one of the largest expenses a business faces, and effective planning ...

PARKERSBURG — October was National Financial Planning Month and officials with United Bank and Hall Financial Services are telling people to start planning for their financial future. With the ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

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