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 ...

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 ...

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 ...

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

Effective tax planning begins well before tax season, and early conversations lay the groundwork for greater clarity and ...

An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. Many, or all, of the products featured on this page are from our advertising ...

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 ...

Having a structured information management plan in place and providing family members with access to critical information and documents is a key component of any intergenerational continuity plan and ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. 2020 estate planning was a wild ride! Throngs of wealthy Americans had ...

One of the things that has become very clear to me during my time as a wedding coordinator is that DIY wedding planning checklists are very different than wedding planning checklists for other ...