As a private wealth advisor, financial planning is at the core of what I do. At its most basic, financial planning is the process of organizing your overall financial position to achieve both ...

Time is the single most important factor in life and in finance. The uncertainty surrounding time represents a challenging financial inefficiency. Because people have an unknown death date, as they ...

Wealth management and financial planning are two key concepts in personal finance. They are both used to help individuals achieve a financially stable future and may involve similar activities.

At a conference several weeks back, I was talking with a seasoned wealth manager about his business. He had been running an independent practice for roughly 20 years and he had a great, profitable, ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...