For the second time since 2019, the city of Erie could be getting state help to create a long-range financial management plan. Erie City Council on May 21 approved a resolution that allows Mayor Joe ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

Unlike individual planning, family wealth management addresses shared financial responsibilities such as supporting children, ...

Artificial intelligence chatbots can help with everything from budgeting to brainstorming ways to earn extra cash — but there ...

Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told. Part of ...

From a massive continuing education cheating scandal, to LPL Financial's lawsuit and other challenges, here are some of the top news items that swept across the wealth management landscape in 2024.

Erie seeks state grant to develop a five-year financial management plan. The plan aims to address projected budget deficits and build on previous financial successes. A consultant will be hired to ...