Estate planning experts emphasize that proper preparation can make all the difference between a smooth transfer of assets to heirs and a complicated, potentially contentious process. Financial ...

Retirement planning is a comprehensive process, and it is critical to prepare proactively to secure your financial future. Here’s an overview of seven important steps to help you navigate that phase ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

Estate planning is a crucial part of retirement, ensuring your assets are distributed according to your wishes while minimizing taxes and legal hurdles for your loved ones. During my time in the ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Most successful businesses are aware of the importance of succession planning — the process ...

In my book, “Rewirement: Rewiring the Way You Think About Retirement,” I lay out a detailed ten-step process that everyone can use while doing retirement income planning. This is also the same process ...

Newly single clients have a number of financial planning issues they may need to address in the wake of a divorce or the death of a spouse. One of these issues is their estate planning. In both cases, ...

As organizations strive to make sense of a rapidly changing operating environment, the process of effective strategic planning has never taken on greater importance. To simplify the approach, 'The ...

Cognitive science and behavioral economics scholars have conducted research on people who are the most skilled forecasters among us. Did you know that the typical five-year strategic planning forecast ...