The tightening presidential race has ignited a surge of tax planning by the affluent. The 2025 sunset of the estate tax exemption limit could greatly impact the $84 trillion expected to be transferred ...

A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Every year, financial advisors talk about “year-end ...

When it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should have started sooner than they did because the earlier you prepare, the more ...

Millions of Baby Boomers are rapidly reaching retirement age in a “silver tsunami” that is placing a renewed focus on how this generation feels about their finances. According to Charles Schwab’s ...

If you’re in a second marriage or part of a blended family, there’s a good chance your estate plan doesn’t match your real life. And that can create conflict among the people you care about most. I ...

Goals are the backbone of good financial planning, which is why we so often talk about helping clients make the most of them. Identifying SMART goals (that is, goals that are specific, measurable, ...