Financial planning is not just a one-off activity. It is a summation of several different types of plans, which constitute the sub-plans of the overall financial plan. Here we look at the various ...

Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share ...

What Is Tax Planning for Investments? Tax planning for investments refers to the process of structuring one's investments in a way that maximizes tax benefits and minimizes tax liabilities. The goal ...

Social Security only replaces about 40% of average pre-retirement salary, but many rely heavily on it. A typical retiree will need about 80% of pre-retirement income. Aim to save 15% of your income ...

Did you know that the majority of small businesses don’t even bother creating budgets? It’s true, as the statistics show. Consequently, they suffer from a lack of financial oversight; without budget ...

Whether you're looking at investing in residential, commercial or industrial property, the Urban Redevelopment Authority's (URA) area planning and guidelines will have a long-term impact on your ...

Todd Bryant shares interview insights on modern communication strategies and early heir engagement to drive long-term ...

Financial advisors trying to make sense of the growing number of potential buyers asking about a potential deal for their firms could start by thinking through the type of acquirer that would be the ...