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 ...

Many think estate planning is only a concern for those who are later in their stage of life or wealthy. They put it off for years, or entirely. Estate planning is for everyone and essential to ...

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 ...

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 ...

The unfortunate reality is that Social Security benefits could look very different in the next 10 years. It’s important to understand where your benefits could be affected so you can plan accordingly.

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 ...

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 ...

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Stop chasing more goals. Learn how to map a life that fits your values, season, and well-being with six simple steps and a practical 90-day plan.

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 ...