If you’re the type of person to enter self-improvement mode as soon as the clock strikes midnight on New Year’s Day, make sure your financial resolutions aren’t getting in the way of your financial plan. Here are some questions to ask yourself before setting any money-related goals for 2024.

Listening is the essence of financial planning. Of course it’s about money and figures, but first must come the conversations needed to really tune in to what people want to get out of their life.

As the festive season approaches, the air is filled with joy, celebration, and unfortunately, an uptick in scam activities. This is because the hustle and bustle of holiday preparations can sometimes overshadow our usual cautiousness, making it an opportune time for scammers to strike.