Making Memories Without Breaking the Bank Typically, the summer is when a majority of people will take their annual vacations. It’s a...

Reviewing Mid-Year Progress and Adjusting Strategies With the year going past the halfway mark, it’s an ideal time to evaluate the...

We spend a lot of time talking about financial goals — reaching a certain net worth, retiring by a specific age, or hitting investment...

At some point in this century, having a personal or life coach gained popularity, particularly among the affluent. However, despite the...

We all have causes that stir our hearts, issues that ignite a desire for change. Often, our generosity manifests as a check, a...

Moving in together marks a major milestone for any couple, brimming with excitement and the promise of new beginnings. It’s also an...

Summer is often a time for sun-drenched escapes, leisurely pursuits, and a general slowing of pace. This season also presents a unique...

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll...

Whether you're a current business owner or a budding entrepreneur burning with the next great idea, one of the most important steps you...

Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only...

Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden and paying it off may be the first...

What is it? Introduction If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected...

The health-care reform legislation enacted in 2010 included new Medicare-related taxes that first took effect in 2013. These new taxes...

Setting financial and investment goals Setting goals is an important part of life in general and financial planning in particular....

Summary: A private family foundation is a legal entity created, funded, and operated by a single family for the primary purpose of making...

Disasters can strike anybody at any time, resulting in catastrophic property damage and loss. Fires in dwellings and natural disasters...

Have you ever wondered how you would cover the cost if someone got injured while in your home, business premises, or because your car hit...

We’re all striving for financial independence in an effort to pave the way for financial security, greater flexibility, and overall peace...

The path to retirement for high net-worth individuals (HNWIs) is complex, from navigating taxes, inflation erosion, succession planning,...

Many adults rank their finances as their number one source of stress. A major contributor is the lack of financial literacy programs,...