Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...
Stop chasing more goals. Learn how to map a life that fits your values, season, and well-being with six simple steps and a ...
Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...
In 7 Steps to a Successful Retirement, CPA and advisor Brian Evans lays out a clear, principle-driven roadmap to help individuals transition from working years to a comfortable retirement. The book is ...
Regardless of your age, it’s never too early to plan your estate and ensure last wishes are met. Estate planning isn’t just for the wealthy – it’s a process that allows you to determine how your ...
A celebration of life - a remembrance of a person's achievements, relationships and the good things they brought into the world - is becoming a popular alternative to a traditional memorial service.
Troubling statistics, based on a Profile of Legal Malpractice Claims study published by the ABA’s Standing Committee on Lawyers’ Professional Liability, reveal that trusts and estates malpractice ...
While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might take to plan your estate to reduce future estate taxes or to protect ...
Please provide your email address to receive an email when new articles are posted on . Incapacity planning not only protects assets but also ensures that medical care preferences are followed. Plans ...
Transform your meal prep with our Step-by-Step Menu Planning Guide for Savvy Savers! Discover practical tips and strategies ...
This excerpt is from The Digital Marketing Success Plan, the new book from SEJ VIP Contributor Corey Morris. In what is the most distracted and disrupted era in digital marketing–especially ...