In my book, “Rewirement: Rewiring the Way You Think About Retirement,” I lay out a detailed ten-step process that everyone can use while doing retirement income planning. This is also the same process ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

One of the most common questions I hear from financial advisors who are on teams is about succession planning. Whether it’s the senior financial advisor (team leader) thinking of slowing down (or ...

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 ...

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 ...

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today! Log in now. The One, Big, Beautiful Bill is ...

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 National Funeral Directors Association has provided a list with an array of goods, services and logistics that are often included in a traditional funeral and/or memorial service. They report that ...

Please provide your email address to receive an email when new articles are posted on . Incapacity planning not only protects assets but also ensures that medical care preferences are followed. Plans ...