Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Stop chasing more goals. Learn how to map a life that fits your values, season, and well-being with six simple steps and a ...

While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might take to plan your estate to reduce future estate taxes or to protect ...

Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...

The unfortunate reality is that Social Security benefits could look very different in the next 10 years. It’s important to understand where your benefits could be affected so you can plan accordingly.

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

Troubling statistics, based on a Profile of Legal Malpractice Claims study published by the ABA’s Standing Committee on Lawyers’ Professional Liability, reveal that trusts and estates malpractice ...

Financial planning helps you track and manage your money to reach your financial goals. To create a strong financial plan, set goals, track cash flow, budget, invest, and pay down debt. A professional ...

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Ramit Sethi, financial expert and author of “I Will Teach You To Be Rich,” believes that careful planning is the key to a ...