Financial Planning
Why Waiting to Plan Senior Care Costs More Than You Think
Delaying senior care planning until a crisis forces decisions can lead to higher costs, limited options, and emotional strain; proactive financial and care planning offers families more control and predictability.
Survey Reveals Retirement Fears Outweigh Halloween Horrors for Most Americans
A new Boldin survey shows that 66% of financially savvy Americans found retirement uncertainties scarier than walking alone in the woods on Halloween before creating a retirement plan, highlighting the transformative power of financial planning in reducing anxiety.
Georgia Nursing Student Awarded $2,500 Scholarship for Financial Planning Excellence
Kayla Wilson, a first-year nursing student at Georgia College & State University, received the 2025 Speights Law Invest in Your Future Scholarship, highlighting the importance of financial literacy for students managing educational costs and planning for long-term financial stability.
American Heart Association Addresses Critical Estate Planning Gap with Free National Webinar
The American Heart Association is hosting a free estate planning webinar to address the significant gap between Americans' recognition of estate planning importance (83%) and actual will preparation (31%), helping protect families from legal complications and supporting long-term financial security.
Dr. Natalie Michon's New Book Revolutionizes Legacy Planning with Humor and Heart
Dr. Natalie Michon's nationwide book launch addresses the cultural taboos around end-of-life planning, offering a comprehensive guide to securing assets and preserving generational wealth.
Financial Gravity Enhances Team with Seasoned Financial Professional Mitch Monson
Financial Gravity Companies, Inc. strengthens its leadership by appointing Mitch Monson as a Family Office Director, signaling a commitment to advanced tax solutions and comprehensive financial planning for clients.
XYPN Launches 2025 AdviceTech Competition to Spotlight Financial Planning Innovation
The eleventh annual XYPN LIVE conference is seeking innovative financial technology platforms that can help advisors deliver more efficient and impactful services. The competition offers significant exposure and awards for emerging advicetech solutions.
American Heart Association Offers Free Webinar to Help Women Gain Financial Empowerment
The American Heart Association is hosting a free webinar focused on estate planning and financial security for women, addressing unique challenges women face in financial planning and wealth management.
Fee-for-Service Financial Planning Gains Ground with Subscription Models
AdvicePay's latest trend report reveals a significant shift toward subscription-based financial planning, with 85% of invoices now using this model, signaling a strategic transformation in how financial advisors generate revenue.
CarePatrol Releases Guide to Texas Assisted Living Costs Amid Rising Senior Care Expenses
A comprehensive guide on assisted living costs in Texas has been released, providing critical financial planning information for families facing senior care decisions in a market where healthcare costs continue to rise.