And for those indecisive or prone to changing minds at the last minute, retiring abroad gets tougher and potentially more costly. Laying the groundwork methodically - researching costs and benefits ...

Think of what financial independence means. It means you are deciding to downscale your house because you want to, not because you have to. It means you work because you want to, not because you have ...

RADNOR, PA — eMoney Advisor opened its 2025 eMoney Summit last week with a look ahead to the next generation of financial planning technology, unveiling new platform innovations and outlining ...

From his experience advising clients who retire abroad, some Americans assume "it'll be cheaper to live over there." The figure they can sell their U.S. house at a big profit, rent abroad and live ...

Which Is Best?

A Financial Planning survey of 250 advisors reveals the top AI features they're still waiting for — from workflow automation ...

Founder Brian McDonald wants to equip advisors to manage clients’ growing stock-based wealth, making equity compensation a core part of financial advice.

The CFP Board’s new guide for financial planners working with divorcing clients warns about conflicts of interest and says planners might need to scale back or end their relatio ...

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative ...

Saving for retirement in your 20s will make a huge impact on the amount you'll have once you reach retirement age. Here's how starting in your 20s compares to starting in your 30s or 40s.

The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can ...