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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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Financial advisors are finding it beneficial, in various ways, to include life coaches and counselors into their operations. Some advisory practices are referring out or contracting with these professionals, while others are developing them from within.

source: CNBC

While 97 percent of single women believe it is important to be engaged in managing their money, three factors are setting them back, Fidelity Investments found in a survey. These are: underestimating their knowledge and experience, not planning for their financial future...

source: Plan Adviser

Financial planners aiming to grow might want to look where there aren't many other advisors. About one-third of affluent investors don't work with a financial professional. Ditto the ultrawealthy, according to the Advisor Authority 2017 report.

source: On Wall Street

Have you wondered how much you've overpaid in taxes this year? If so, you likely want to do all you can to get as big a refund (or pay as little) as possible. As we inch closer to the end of 2017, now is the time to review what moves can and should be made during the last...

source: Huffington Post

House Ways and Means Social Security Subcommittee Chairman Sam Johnson (R-TX) and ranking member John Larson (D-CT) on Tuesday introduced bipartisan legislation to strengthen the oversight of the Social Security Administration's...

source: Financial Advisor

Today clients have access to endless information via multiple channels, including email, websites, social media, radio, TV and podcasts. But most of what they are exposed to is irrelevant noise, which can be distracting, so people now tend to suffer from too much information,...

source: Think Advisor

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