Retirement planning can inspire a lot of contrasting emotions. There’s the excitement of making travel plans, sleeping in on Mondays and saying goodbye to the boss. And there’s also the fear of ...

Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions.

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. The year 2024 is almost in the books. However, before the ball ...

Not a lot of people like to think about dying, let alone plan for your death. But that’s exactly what estate planning is. It might seem morbid to make preparations while you’re still very much alive.

October is Financial Planning Month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and ...

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 ...

A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

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 ...

Tax strategy doesn’t just happen in April. While it may feel like you just filed your 2024 taxes a minute ago, the time to set yourself up for success in your 2025 taxes is now. Most high earners with ...

As we wrap up a season of joyous feasts and a copious amount of family time, it’s a perfect time to remember how important family is, as we are aware that we will not be here forever. It may be a ...