A holistic financial plan goes beyond—here’s how to approach it.

SCRANTON – Lackawanna County received $100,000 in state funding and five proposals for a financial planning project with a goal of sustained fiscal stability. It stems from the county’s participation ...

SCRANTON – A Philadelphia firm will create a five-year financial plan for Lackawanna County and inform potential operational improvements amid acute fiscal challenges. Commissioners unanimously ...

A financial advisor for estate planning provides a future-forward perspective. They can help you build a long-term plan for your financial goals that aligns with the needs of your heirs. From ...

While short term in duration, building a five-year financial plan gives you a structured approach from which you can manage your finances in pursuit of your chosen life goals. Whether it’s aiming to ...

A financial plan is a comprehensive document that charts a business's monetary objectives and the strategies to achieve them. It encapsulates everything from budgeting and forecasting to investments ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Suzanne is a content marketer, writer, and fact-checker. She holds a ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...