Retirement plan advisors have an opportunity to elevate their offerings beyond “funds, fees and fiduciary.” That was the word from Vestwell’s leadership, who discussed why integrating a suite of ...

If you are trying to get your finances back on track, you might start with a budget, but have you considered making a holistic financial plan? Local financial professional Barry Bigelow from Great ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Matt Seitz, chief marketing officer, JL Smith Holistic Wealth Management and C2P. With over 15 years of marketing and sales experience in the finance, accounting and professional services industries, ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

(State Point) As consumers focus on filing taxes and spending returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer ...

A holistic financial plan goes beyond—here’s how to approach it.