Explore the intricacies of crafting a small business financial plan, from setting clear objectives and forecasting revenue to ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

Long-term care isn't typically covered by traditional insurance or Medicare. Traditional tax-deferred accounts are good receptacles for long-term-care costs. Home equity can be a solution to help ...

When preparing for 2025 and all the unknowns the future inevitably holds, a thorough strategic plan is critical to driving meaningful outcomes for any business. Effective strategic plans reflect on ...

If you like to oversee your own retirement planning, you have to do some homework. Most of you have gotten used to that and spend time on researching, sorting opinions and putting together the best ...

Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

You will find that ideas about how to approach this retirement income challenge are in short supply. Here’s what an AI chatbot recommended when I asked it, “For a 55-year-old single male who’s looking ...

When you have work life balance and fulfillment, you’re set up not only for success, but also for happiness. The big questions though, are about how you can find the best approach to work and life ...

Creating a business plan is one of the first steps toward success as an entrepreneur. A well-crafted business plan can help you secure funding, attract customers and establish your brand. While ...

There are many financial professionals who call themselves financial planners. Everyone from insurance salespeople, investment brokers and managers or CPAs who dabble with planning call themselves ...