Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.

If you’re like many others, you’ve probably spent most of your life contributing to social security with the assurance that it would be there when you need it. But is it enough? This short infographic shows how social security fits into the average American's...

Find out how an Investment Policy Statement can help you manage your portfolios and help you achieve your financial goals in this video.

Collaboration can help a family create and preserve wealth. This video will help you learn the basics of financial planning with Personal Portfolio.

When your tax refund arrives, you might be tempted to immediately spend it. But there are wiser ways to use your refund. See what we recommend. 6 Wise Ways to Use Your Tax Refund

In this video, connect with health and wellness professionals on the importance of getting their small business's finances into shape.

95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.

Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior – far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your...