A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Effective tax planning begins well before tax season, and early conversations lay the groundwork for greater clarity and ...

Financial planning is one of those topics that leads to a condition known as MEGO. That stands for "my eyes glaze over." After all, who wants to worry much about spending wisely and saving? We work ...

One of the things that has become very clear to me during my time as a wedding coordinator is that DIY wedding planning checklists are very different than wedding planning checklists for other ...

Retirement planning can inspire a lot of contrasting emotions. There’s the excitement of making travel plans, sleeping in on Mondays and saying goodbye to the boss. And there’s also the fear 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 ...

Preparing a checklist for end-of-year tax planning purposes is another way that advisors can make financial planning more efficient and scalable, according to Michael Kitces, head of planning strategy ...

Thanks to vaccines, many of us are able to travel to see loved ones after a very difficult year. A family reunion is a great way to gather and reconnect. It's an opportunity to celebrate your family's ...