Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

Small businesses aren’t as small as you might think. They drive 44% of the U.S. GDP and employ more than 60 million Americans, according to U.S. Chamber of Commerce estimates. Yet despite their impact ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.

Some of these shifts are visible, but changes in 2026 will have far-reaching implications for financial planning ...

FILE - This Oct. 24, 2016 file photo shows dollar bills in New York. It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and ...