Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Stop chasing more goals. Learn how to map a life that fits your values, season, and well-being with six simple steps and a ...

Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

Regardless of your age, it’s never too early to plan your estate and ensure last wishes are met. Estate planning isn’t just for the wealthy – it’s a process that allows you to determine how your ...

While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might take to plan your estate to reduce future estate taxes or to protect ...

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

Troubling statistics, based on a Profile of Legal Malpractice Claims study published by the ABA’s Standing Committee on Lawyers’ Professional Liability, reveal that trusts and estates malpractice ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

Retirement income planning is a key part of preparing for the next chapter in life. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...