Cowritten by Sukhman Rekhi and Tchiki Davis. Remember when we were younger, when people asked us what we wanted to be when we grew up? It may seem silly to ask an eight-year-old what they hope to do ...

Money feels heaviest when it is a fog of bills, balances, and half-formed worries. A simple financial plan cuts through that ...

Financial life planning is a holistic approach considering an individual's values, goals, and life stages. Learn key ...

Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

Without change, there can be no growth. And in order to get what you’ve never had, you must become someone you've never been. Before you go into the woods, you'll need a map. Rest assured others have ...

Deciding where to start one’s next chapter in life is exciting but can also raise many questions. When considering living options, a person might wonder about the differences between purchasing a ...

When preparing for 2025 and all the unknowns the future inevitably holds, a thorough strategic plan is critical to driving meaningful outcomes for any business. Effective strategic plans reflect on ...

Although lots of the stories we tell each other about retirement from work are positive ("finally, you can do whatever you want!"), the reality can be less sunny. Studies show that depression often ...

Eldercare advocate Joy Loverde (author of “Who Will Take Care of Me When I’m Old?”) has spent over three decades studying how aging, independence and connection work together. When Loverde speaks of ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...