The tool is designed to help agents walk homebuyers and sellers through common financial questions on affordability and more.

Analyzing your business financials can be a worthy endeavor when it comes to noticing trends, mitigating risk, and making decisions. It can help you to better manage your cash flow, adjust operational ...

Discover if a career in financial planning suits you. Take our quiz to find out your potential as a financial planner and ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

As financial planning & analysis (FP&A) becomes more integrated into different business functions, and thus becomes a core responsibility for the leaders of those functions, CFOs can expect their own ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Matthew Evon, director of finance at Iron EagleX since July 2022, has been named vice president of financial planning and analysis at the Tampa, Florida-based veteran-owned defense contractor, ...

Financial planning is essential for long-term financial success, offering a structured pathway to achieving life’s financial goals while providing transparency in a client’s finances. The team of ...

But is “life-changing” even a possible outcome for financial planning, or is that lofty aim an overreach? For the elderly widow with no heirs I met who, gripped by fears that stemmed all the way back ...