Learn about family financial planning. Read this article to learn how to manage your finances, set financial goals, and ...

Despite new challenges brought on by COVID-19 in 2020, retirement planning remains a core part of financial security. All retirement planning is deeply personal. It is not just about saving money, ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. There tends to be a lot of excitement in the air as one ...

Strategic planning done right aligns your service offerings, facilities and operational goals with the current and future needs of the older adults you serve.

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

Strategic planning is often a dreaded task for small businesses, but it doesn't have to be. By following some very specific and easy-to-implement steps, organizations of any size can develop strategic ...

There's a lot of things people plan for in marriage. Buying a new home, joint finances, having kids and plenty of other minor plans you stick on your fridge. Divorce is never one of them. With divorce ...

The end of the year often has people feeling reflective about the year that they’ve had and contemplative about the year ahead. While you’re thinking about how 2022 treated you, it’s a great time to ...

Maybe it's the sight of that whiteboard overflowing with ideas. Or maybe it's the kinetic tumble and flow of listening to excited coworkers debate strategy. Or it could be the anticipation of seeing ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...