A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Effective tax planning begins well before tax season, and early conversations lay the groundwork for greater clarity and ...

Financial planning is one of those topics that leads to a condition known as MEGO. That stands for "my eyes glaze over." After all, who wants to worry much about spending wisely and saving? We work ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a ...

Retirement planning can inspire a lot of contrasting emotions. There’s the excitement of making travel plans, sleeping in on Mondays and saying goodbye to the boss. And there’s also the fear of ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...

Preparing a checklist for end-of-year tax planning purposes is another way that advisors can make financial planning more efficient and scalable, according to Michael Kitces, head of planning strategy ...