Erie seeks state grant to develop a five-year financial management plan. The plan aims to address projected budget deficits and build on previous financial successes. A consultant will be hired to ...

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. Processing Content The owner of Aegis Financial Partners ...

The Solano County Board of Supervisors voted 3-2 to retain the county’s current financial management structure at its Tuesday meeting, rejecting a proposal that could have consolidated some financial ...

Financial planning software developer RightCapital has released its Snapshot feature, which gives advisors a customizable, highly visual one-page financial plan that can be used as a client landing ...

SCRANTON — Debt restructuring, borrowing, a significant tax increase and other strategic moves helped Lackawanna County overcome a cash crisis last year and establish sturdier fiscal footing entering ...

Looking for the best financial planning software? Check out Playbook. No matter who you are, what your annual household income is, or where you live, budgeting is a crucial skill. Budgeting can help ...

Most financial plans focus heavily on growth but overlook risk management and asset protection. For high-earning ...

Learn effective cash management strategies to optimize your cash flows, boost financial stability and liquidity, and ensure ...

Creative Planning offers comprehensive wealth management, custom portfolios and specialized services for the ultrawealthy. But it might not be the best fit for beginners or those with fewer investable ...

Encore Financial, an independent financial advisory firm and member of the Affiliated Advisors network, announced today that Financial Planning Partners, led by veteran financial advisor Joan Gilles, ...

For the second time since 2019, the city of Erie could be getting state help to create a long-range financial management plan. Erie City Council on May 21 approved a resolution that allows Mayor Joe ...