Building a life you’re proud of has taken a lot of work. Now’s the time to make sure your legacy lives on. Whether you’re a seasoned investor or even just getting started, estate planning is ...

Estate planning can provide security and direction for the future, and a financial advisor can streamline the process. When it comes to estate planning, selecting the right financial advisor might ...

While it may sound like something that wouldn’t happen to someone who was careful, Hodges said he’s seen it himself when ...

College is exciting. It’s also an experience that requires planning. A college planning schedule can help guide you as you plan everything from college visits, taking college admission tests, ...

We don’t like to think of our own death, but given its inevitability, sooner of later, we need to be ready to pass along our worldly goods to others. Having a good estate plan is key. One of the ...

Roger Nusbaum submits: A financial plan that is. If your financial life is more complicated than how-much-ya-got-and-can-you-live-on-4%-of-that, you need a plan. There are so many ruinous mistakes ...

According to research by the American Psychological Association, the total number of American citizens in the 65 and older age bracket is on track to double from 46 million to over 98 million by the ...

While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. If you have assets, you have an estate. And, if you have an ...

About a month ago, I had an interesting conversation with a chief human resource professional about succession planning. Her school district had seen a great deal of change in senior level staff ...