If you’re young, single and rich, time is on your side. If you’ve amassed some wealth in your 20s, you’ll probably have much ...

When Melissa Shaw's mother died in December, Shaw was unable to access her bank accounts for 45 days and was shocked by the end-of-life costs.

Simply focusing on whether an advisor is a fiduciary does not guarantee better outcomes. Fiduciary and non-fiduciary advisors ...

More than 5 percent of Americans over 65 are living with Alzheimer’s dementia, a number that is estimated to grow as the ...

Despite growing awareness around financial planning in Nigeria, insurance remains one of the most misunderstood ...

Different life stages have different milestones we need to prepare for. Planning ahead not only helps you prepare—it empowers you to thrive. Regardless of where you are in life, your financial journey ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to ...

According to the survey, 63% of Gen Z and 57% of millennials said that AI will “improve the customer experience in the financial sector, including with financial planning.” ...

Most financial planning is built around having a family. If you are in discussion with your financial planner and are a child-free couple, be sure that your uniqueness is considered.