The new Wise Advisory Division expands beyond planning into execution, M&A, fractional CFO services, and AI-driven ...

Bank of America's latest Business Owner Report reveals strong optimism — but success will require smart planning.

Improve your chances of growth and success by covering these bases in your financial plan.

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

Business planning has always been part of the core of successful organizations. From startups to Fortune 500 companies, a robust business plan lays the foundation for growth, competitive advantage, ...

Business succession planning is widely recognized as a crucial component of ensuring a company’s longevity. However, many owners still lack formal plans in place. How common is business succession ...

The Mortgage Bankers Association has released its forecast for next year which includes a whopping 25% increase in originations. As a manager, you are expected to set up a plan for this growth with ...

The OBBBA reshaped several baseline assumptions for 2026 planning around state and local tax, above-the-line deductions and updated inflation adjustments.

If you’re in the beginning stages of launching your small business or a just few years into ownership, you might not be thinking about exit plans. Preparing for an ownership transition, however, is a ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...