Even when advisers know the importance of preparing for such health care costs, they may lack the confidence to address the topic with clients. Long-term care planning is widely acknowledged as a ...

The reality, however, is more nuanced. While “Blue Monday” has become part of the cultural lexicon, psychologists have long challenged the idea that one specific Monday is scientifically proven to be ...

Family planning may sound like a logical process—timelines, contraceptive options, fertility planning, spreadsheets of pros and cons—but for most people, the emotional weight far outweighs the math.

Financial advisors ranging from new entrants to the profession to those whose experience often gives them an edge in emotional intelligence just got a concise new manual on the topic. Out of the many ...

In the business of financial planning, a client’s emotional needs can be just about as important as portfolio allocations. Among a set of investors whose assets are diversified across account types, ...

When engaging in estate planning, people often become hyper-focused on the decisions they must make, including who will receive which assets, who will fill key roles (executor, guardian, and trustee, ...

After a couple had an argument about their wedding size, a man turned to his mom to ask for help However, his mother took over all the planning without consulting the bride on any of the decisions, ...

Are you or a loved one dealing with an illness or a diagnosis which is causing you to consider aspects of Legacy Planning & considering impacts of your possible death? I have found in my work as a ...

We work with a lot of smart and successful entrepreneurs, many of whom have gotten where they are because they are driven, hard-working and never give up. That focus and passion make them great at ...