Reflecting on my experiences and those of others I’ve assisted, I’ve included a few key steps below to help with your own end-of-life planning to ensure a smoother transition for your loved ones.

get friends or family to vet your list because it is difficult to be objective about your own planning “stuff.” The key is getting other opinions, and where possible and affordable ...

After all, who likes thinking about their own death? But it is a helpful ... that question can help you jump-start your goals-based financial planning journey. Oftentimes, you’ll hear this ...

The Individual Development Plan (IDP) is a tool to organize and target your professional and personal development. Its primary purpose is to help you reach short- and long-term career goals, as well ...

For those who have grown their wealth on their own, this can be a difficult ... To simplify the future for yourself and your heirs, put a financial contingency plan in place.

Tax planning is the analysis and arrangement ... For example, if you own a home, your itemized deductions for mortgage interest and property taxes may easily add up to more than the standard ...