Life planning can boil down to a series of questions about how someone likes to spend their time and what is important, he said. Questions about travel or volunteer work are part of the equation.

Although the coronavirus pandemic has caused some uncertainty in the financial world and the effects will most likely be felt for years to come, now is a great time to teach your kids about money. As more and more people have embraced the idea of a cashless economy, discussing financial topics with your kids can ...

Many new clients of Lancaster-based Domani Wealth looking for help on their financial or retirement plans bring with them what the financial advisement firm’s CEO calls ‘back of the napkin thoughts.’