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 ...

Today’s financial environment has many clients in “reaction mode”—adapting to the ever-changing landscape. In my recent conversations, many of my clients want to know how to manage the impact of ...

When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

A comprehensive financial plan can ease the client’s mind and decrease anxiety around their finances in both the short and long term. Studies show that people feel more secure when they have a ...

There’s a split among high-net-worth investors today when it comes to the economy and their financial future. While a small majority are feeling optimistic, more than four in 10 are uncertain and ...

Many small businesses lack a complete, well-thought-out financial plan — even though evidence shows one is essential for long-term success and growth. A business financial plan can help an ...

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 | ...

A comprehensive financial plan provides a clear roadmap to achieve personal financial goals. Regularly reviewing and adjusting your financial plan ensures it remains aligned with changing life ...

Home Retirement Retirement Planning I'm a Financial Planner: These Three Things Are Missing From Almost Every Financial 'Plan' I See A financial plan should be a detailed road map to a worry-free ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...