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 ...

Estate planning isn’t just for the wealthy; it’s essential for anyone who wants to protect their loved ones. According to a 2023 survey by Caring.com, two-thirds of American adults do not have an ...

Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...

Michelle Diamond is chief development officer and executive director of regional markets for Cumberland Trust, a Nashville-based independent corporate trust company focused on families. As we enter a ...

Forbes contributors publish independent expert analyses and insights. Caroline Castrillon covers career, entrepreneurship and women at work. In a recent Gartner survey, 47% of HR leaders believe ...

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 ...

Daily planning is a must in any business. But if you find yourself regularly avoiding this crucial daily action, you may need to change your planning approach. Otherwise, you may find yourself ...

As 2025 winds down, many affluent families are taking stock, not just of markets and account balances, but of what those numbers really mean. For years, financial success has been measured by numbers, ...

The pace of change in our communities is faster than ever, and change is happening whether we are ready for it or not. Here are six steps to get on the right path as you think about your next ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...