I'm a classic satisficer: I'm usually quick about making decisions and often fall back on the tried-and-true ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

QuestionI want to get my finances properly sorted in 2026. What would you recommend I do to ensure that I will be in a better financial position at the end of next year?

Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Starting a business feels exciting. You get to take an idea and turn it into something real. You also deal with many decisions that can feel overwhelming in the early days. One of the most important ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

My wife, Mika, and I took a survey this week about our approach to money. The survey asked us to respond to a number of statements by noting on a continuum whether we agreed or disagreed, ranging from ...

Happy Financial Planning Month, for those unaware of it. October has long been characterized as being a scary month for stocks. It is not due to Halloween landing on the month's final day, but because ...

The clients we help by planning for a safe and financially secure retirement are most vulnerable after they reach the age of 65. This is when, for most people, incomes drop and financial risks ...

For decades, estate planning has carried a reputation for exclusivity; expensive, opaque, and primarily designed for the wealthy. But technology, and especially AI, is dismantling those barriers. “For ...