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

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

Business owners must consider stakeholders in any major company decision or development project. In most cases, stakeholders are those who have a vested interest in what a company does but aren't the ...

We’re in the thick of strategic planning season—a time of big binders, slide decks, and multi-day meetings designed to map out the future. But when the unexpected hits, how much of that work actually ...

Boothbay Harbor Waterfront Preservation (BBHWP) requested that the planning board chair recuse himself from decisions ...

The better prepared one is for retirement, the easier the transition will be from a financial perspective.

Strategic planning is the process of identifying where you want your company to be in the future and then charting steps to get there. However, you can't get where you want to go unless you have the ...

It would be fun to see into the future—or at least interesting. While no one has a crystal ball, you might not need one. A better strategy may be to create your future, which requires the skill of ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What is the impact on estate planning? According to several smart advisers there is little to do as the exemption is ...

If you're an estate planner—or need one—learn about these certifications Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit ...