Advisors can think ahead of time about the common issues that clients face and how to address them; this can take shape in the form of a health care checklist. Along with the obvious financial ...

Planning a wedding can be stressful, trust me, I’m in the midst of doing it myself. And you have probably scoured the internet for the perfect wedding checklist to get things in order. But every ...

Juggling our everyday lives with wedding planning can be quite a struggle, but you can enjoy the planning process more when you're organized. It's overwhelming when you're not sure what's next on the ...

“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...

Need a way to plan your wedding? This wedding planning checklist has got you covered. Follow it and you won’t miss a thing and your big day will run smoothly. Start your wedding planning with a budget ...

Forbes contributors publish independent expert analyses and insights. Tiffany Grant, M.B.A., AFC, shares insights to bridge the wealth gap. The end of the year is more than just a season of ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a ...

I was talking to a thirty-something acquaintance and, just to make conversation, I asked how her father-in-law was transitioning into retirement. “He’s such a luddite, I’m not encouraged.” Luddite by ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...