Planning is a key management role in any organization, whether a private business, a nonprofit organization, a corporate business or a government agency. Managers engage in different types of ...

Strategic foresight can be gained through more than one lens. Beyond the microscope of simple budgeting and the macroscope of geopolitics lie still other tools for probing the future. As I settle into ...

A holistic financial plan goes beyond—here’s how to approach it.

This is the fifth of 12 columns on career planning post-60, which will appear the second Sunday of each month from September ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.