Financial advisers often start with goal-based planning: what the client wants to accomplish. This is just a start, though. This goal-based aspect of planning is lost along the way as the focus ...

Milestone Financial Planning LLC of Bedford announces that it is the first investment adviser in New Hampshire to earn the B Corporation certification. B Corps are for-profit companies that seek to be ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to retirement planning, there are a few milestone ages that ...