Yahoo

I work for an estate planning company. Here's how I talk to my daughter in a non-morbid way about what happens if I die.

Add Yahoo as a preferred source to see more of our stories on Google. Casey Cohen is the CMO of The Estate Registry.The Estate Registry Casey Cohen started talking to his daughter about his estate ...
Business Insider

I'm a financial planner, and I have a 529 plan for my child, but I intentionally don't max out my contributions

It's never too early to start thinking about saving for college, and a 529 plan can help with that. However, I only contribute a small amount to my daughter's plan each month. A 529 plan is great for ...
CNBC

I'm a certified financial planner and tax reporter at CNBC. How I tackle my own retirement tax planning

As a tax reporter for CNBC and a certified financial planner, I focus on tax strategy all year, including how certain moves may affect long-term plans. Here's how I've tackled tax planning in my ...