A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

Housing advocacy groups and some elected officials have been pushing for years for the city to adopt a comprehensive plan, and an earlier effort to do so was abandoned during the City Charter Revision ...

Corey Johnson says his ‘Planning Together’ proposal will help create a more just and inclusive city planning process. But others raised worries about the costs of the plan, and about how it would ...

This is your first of three free stories this month. Become a free or sustaining member to read unlimited articles, webinars and ebooks. Every Tuesday and Thursday, from 4 p.m. to 6:30 p.m., Nakia ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

Financial planning is putting your financial goals on paper along with a thoughtful strategy toward achieving your dreams. Many people I meet aren’t sure what they want to achieve, so the first step ...

RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners RISR, a leading business owner engagement platform for financial advisors ...

ROGERS -- Planning commissioners unanimously voted to advance the final draft of a comprehensive plan and development code despite many concerns about the documents. The proposed plan gives the ...

DALLAS--(BUSINESS WIRE)--o9, a leading enterprise AI software platform provider for transforming planning and decision-making, today announced how its comprehensive suite of response, replan, and ...

The City Council held a hearing this week on a bill to implement comprehensive long-term planning in New York City. With the right amendments, we think this legislation has the potential to foster a ...