As a junior in high school, college might still seem far off. However, spending the remainder of this year is key to the college planning process because you will be studying for and taking ...

Advisors can think ahead of time about the common issues that clients face and how to address them; this can take shape in the form of a health care checklist. Along with the obvious financial ...

I was talking to a thirty-something acquaintance and, just to make conversation, I asked how her father-in-law was transitioning into retirement. “He’s such a luddite, I’m not encouraged.” Luddite by ...

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 ...

Juggling our everyday lives with wedding planning can be quite a struggle, but you can enjoy the planning process more when you're organized. It's overwhelming when you're not sure what's next on the ...

The business planning process is designed to answer two questions: Where are we now? Where do we want to go? The result of this process is a business plan that serves as a guide for management to run ...

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 little. An estate plan tells your heirs and the courts how to divide up your ...

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today! Having estate planning conversations with your ...

A long-distance move calls for a clear plan, and a solid checklist helps everything stay on track. Tampa homeowners often juggle tight schedules, warm weather, and active neighborhoods, so preparing ...

Here’s how to best think about strategic planning, communication rhythms and maintaining alignment for consistent growth as you plan for next year. Daily and weekly communication rhythms ensure ...

Need a way to plan your wedding? This wedding planning checklist has got you covered. Follow it and you won’t miss a thing and your big day will run smoothly. Start your wedding planning with a budget ...