A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.

Juan Carlos Rosario is a CFP® and President of Apex Wealth Management Group, an independent Wealth Management firm based in California. At its core, financial planning is not just about accumulating ...

What Is Comprehensive Financial Planning? Comprehensive financial planning is a holistic approach to managing personal finances, covering various aspects of an individual's financial life. It involves ...

The pace of change in our communities is faster than ever, and change is happening whether we are ready for it or not. Here are six steps to get on the right path as you think about your next ...

Last month, the first part of the joint comprehensive plan for Luzerne and Lackawanna counties was discussed. This column emphasizes some of the recommendations made and the opportunity to advance the ...

As growth continues, Dunaway – a multidisciplinary planning, design, and engineering firm – is helping cities plan for the future through data-driven, people-focused comprehensive planning. "Planning ...