Financial-planning

Amy C. O’Hara is a partner with the law firm of Littman Krooks LLP. Amy’s practice is focused in the […]

During your working years, you’re far more likely to become disabled than to die, yet most people carry life insurance

Chances are, you’ve been with the same bank for years. After all, it’s easier to stick with the checking account

ProjectionLab is retirement and financial planning software that lets you build a detailed model of your financial life and then

From the “Adjusted for Risk” podcast, host Ryan Nauman interviews Wayne Penello, founder and CEO of NextGen EMP, about practical

To help you understand the trends surrounding business and technology and what we expect to happen in the future, our

One of my biggest fears as a parent is raising kids who can’t launch into adulthood on their own. My

With a new Federal Reserve chairman in place and interest rates likely to stay constant, many clients are likely asking

Any child with earned income from a job, babysitting, or mowing lawns can have a custodial Roth IRA, and you

Zeplyn Launches AI-Powered Adviser Coaching Zeplyn, an AI operating system for wealth management companies, launched Advisor Coaching, a feature that