Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a ...

This planning software is easy to use and lets you see a detailed view of your financial and retirement situation. After you ...

Michael Boyle is an experienced financial professional with more than 10 years working with financial planning ... And now, thanks to budgeting software programs, math barely enters into it.

Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate ...

For more information about Conquest’s intuitive financial planning software solution, please visit conquestplanning.com. Additional context on PWL’s holistic, full-service wealth management ...

For more information about Conquest’s intuitive financial planning software solution, please visit conquestplanning.com. Additional context on PWL’s holistic, full-service wealth management offerings ...

A well-structured financial plan is the foundation of long-term financial security. Research shows that individuals who follow a comprehensive plan are more likely to save consistently for ...

Unaudited Standalone and Consolidated Financial Results For the Quarter and Nine Months ended on December 31, 2025 ...

And we do individual planning. We have some financial planning software that we use as well.” This program, she said, “receives very, very high satisfaction surveys.” “Every day we should ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

If I'd shout one piece of financial advice from the rooftops (or at least casually mention it over a cup of coffee), it would be this: Make a plan, review it annually and update it when life changes.