Our society is currently in the midst of the largest generational transfer of wealth in history, yet over 60% of our citizens do not have a will. Estate planning is a crucial task that often gets ...

A significant majority of Americans say they understand the importance of having a last will & testament and the estate planning process, but far fewer are taking action to secure what will happen to ...

Advisors need to “invest in the younger folks,” says Merrill Lynch private wealth advisor Tony Carpentieri, who asserts that ...

Succession planning is something you may assist your clients with, but consider how much thought you've given to the future of your own business. When it comes to succession planning for financial ...

Prudential Global Head of Retirement and Insurance Caroline Feeney noted a core principal of retirement planning is ...

Successful companies go through a variety of business cycles. Unfortunately, many in leadership positions don’t plan for those stages and aren’t properly capitalized when a transition occurs. “Without ...

Contingency planning and risk management are essential components of any business strategy. A small business owner working on limited funds must pay careful attention to contingency planning and risk ...

When entrepreneurs start a company, they don't necessarily think about the day they might leave it. The same goes for executives who have been key players in the same organization for decades. Just ...

Kevin Polky from Four Corners Wellness Center, Ltd. came in to talk about the importance of communication and planning during the holidays. While many associate the ...

The landscape of marriage in the United States has transformed significantly, particularly for same-sex couples, following pivotal legal battles that sought to recognize their right to marry.

Virtually everyone who leads a financial planning firm or practice will admit to engaging in an annual business planning process, and, unfortunately, the percentage who compare their actual results to ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Several months before the spectacular collapse of AIG, senior executive Joe Cassano told his ...