Advisors who are willing to step outside their comfort zones can make a difference in their communities, and for themselves, by volunteering to offer pro bono financial planning to those in need. To ...

Frances Goldman said she doesn't do pro bono financial planning for notoriety or accolades. And she certainly doesn't do it for the money. Processing Content She does it because she knows that a few ...

This post is brought to you by i2e Consulting. Keeping any project on track is like cooking a meal, requiring close attention to all the ingredients as well as the sequence and timing of critical ...

When advisors think about doing pro bono financial planning work, they might first consider what it can do for others. Processing Content But the less advertised aspect of volunteering is what it can ...

OMAHA, Neb.--(BUSINESS WIRE)--To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor Solutions now offers Orion Planning, an intuitive, modern financial ...

Users can quickly create a project plan. Version 2.7.6 brings the ability to sync projects between iOS and macOS device using the same iCloud account, as well as bug and crash fixes. Project Planning ...

The recent economic fallout has highlighted the financial insecurity many Americans face every day. In 2019, nearly 40% of American adults surveyed by the Federal Reserve said they did not have enough ...

The Foundation for Financial Planning has introduced a new educational resource designed to prepare the next generation of financial planners for pro bono work, aiming to address a growing demand ...

Looking for the best financial planning software? Check out Playbook. No matter who you are, what your annual household income is, or where you live, budgeting is a crucial skill. Budgeting can help ...