Here are six smart tips to turn your savings into a spending plan that truly works. Before crunching numbers, retirees should ...

Cowritten by Sukhman Rekhi and Tchiki Davis. Remember when we were younger, when people asked us what we wanted to be when we grew up? It may seem silly to ask an eight-year-old what they hope to do ...

Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

Since the archetype for life is the journey, a roadmap will help you plan your life moving forward much as you would prepare for a trip. Charting your trip tells you where you’ve been so far, where ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The first time Laura and Scott Geiger of Spring City, Chester County, started thinking about life planning was after the birth of their first child. In their late 30s at the time, they wrote a will ...

When preparing for 2025 and all the unknowns the future inevitably holds, a thorough strategic plan is critical to driving meaningful outcomes for any business. Effective strategic plans reflect on ...

Deciding where to start one’s next chapter in life is exciting but can also raise many questions. When considering living options, a person might wonder about the differences between purchasing a ...