Financial planner, Jovan Johnson, shared lessons he's picked up from his wealthiest clients and their common habits, such as ...

New "portability" rules allowing a surviving spouse more time to file for an estate tax benefit, the possibility of further interest rate hikes this year affecting estate planning strategies ...

Throughout my 25 years of financial planning ... only for the super-rich. After meeting and explaining the process, clients realize that there are key planning essentials that everyone should ...

there aren’t as many givens on what wealth is supposed to look like. For financial planning professionals, it turns us back to the critical importance of understanding our clients’ goals and ...

Finding a financial advisor ... income and making sacrifices. But, wealthy people stay wealthy in retirement with some ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report ...

With that in mind, consider the following areas that wealthy Americans often waste money on, according to Katy Song, chief financial planner ... Song has seen clients waste money on “club ...

It is, of course, possible for great financial advisers to exist below the $1-million client ... “Planning is the priority,” he says. Aravind Sithamparapillai is an associate at Ironwood ...

Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its innovative “planning-first” approach. Initial conversations with clients ...