Financial planning is not about merely the numbers. Properly done, financial planning is life planning – helping you live an intentional and meaningful life. We hope you enjoy today’s inspirational quotes.

In honor of July 4th, we are providing a bucket list of patriotic places to visit throughout our vast and varied country. Whether you are still working or are newly retired, it is always beneficial to take a step back and consider whether your "life planning" goals need to be updated or acted upon in a more intentional manner.

Losing your job can create unwanted financial stress, but there are smart financial moves you can make to sail through this change in your life.

Empathetic listening coupled with asking probing questions brings a richer conversation with those we love and is the essence of life planning, a growing segment of financial planning for many holistic financial planners.

The holidays can be a busy time with parties, family commitments and shopping, not to mention approximately 400 college bowl games. Despite the flurry of activity, it is also a time when some diligence around personal finance can help reduce your tax liability, protect your family, and set yourself up for a great 2018.

Although most people 50 and older have personally saved a certain amount for retirement, fewer than half (45%) have calculated how much they will need to live comfortably in retirement and far fewer have looked at the related issues surrounding their wealth.