Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

One of the most common estate planning tools right now is the use of non-reciprocal spousal lifetime access trusts (“SLATs”). We’ll explain that common planning technique and then why the way many ...

Opinions expressed by Entrepreneur contributors are their own. Strategic planning is an organization’s process of defining its strategy or direction and making decisions on allocating its resources to ...

The focus with our 5 for ’25 series for The National Observer this year has been to offer management and leadership strategies. We've wanted to provide business intelligence and insights to help ...

There is an old adage that no battle plan survives contact with the enemy. Or, as Mike Tyson is famously known to have said, “Everybody has a game plan until they get punched in the face.” I don’t ...

Let me be blunt: Between “planning” and “marketing,” companies waste thousands of dollars and hours each year for things that may not happen. I daresay that if a single business simply concentrated on ...

Retirement plan sponsors clearly see value in retirement plan advisers, so much so that they're willing to pay for the help. According to the Morgan Stanley at Work Value of the Financial Advisor ...

The St. Helena City Council finished its ongoing review of the city’s draft General Plan on Tuesday, clearing the way for the Planning Commission to review the changes the plan has undergone since ...

Winter and spring are exciting for gardeners: We receive seed catalogs, look at beautiful photos, and imagine that bounty filling our kitchens. But with all the choices available, how can we plan a ...

The Kernersville Planning Board will review a site plan and hold a public hearing for a rezoning at their meeting on Monday at 6:30 p.m. at the Kernersville Municipal Council Chambers. Jill Eversole ...