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 ...

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 ...

Stop chasing more goals. Learn how to map a life that fits your values, season, and well-being with six simple steps and a ...

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 ...

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 ...

Two of the main elements that help create a successful startup are the optimism and enthusiasm of its founders. The same two elements, if not kept in check, can also work toward the detriment of a ...

Clients (or the children of clients) who have a baby on the way usually have so much to worry about that any financial advice you offer them during this exciting-but-stressful time may initially be ...

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 ...

A celebration of life - a remembrance of a person's achievements, relationships and the good things they brought into the world - is becoming a popular alternative to a traditional memorial service.