One of the things that has become very clear to me during my time as a wedding coordinator is that DIY wedding planning checklists are very different than wedding planning checklists for other ...

Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t enough to retire successfully. Retirement has lots of moving ...

Planning a wedding can be stressful, trust me, I’m in the midst of doing it myself. And you have probably scoured the internet for the perfect wedding checklist to get things in order. But every ...

When the daily to-do list might include grocery shopping, picking up the kids from soccer and preparing tomorrow’s presentation, who has time to think about a financial plan? While the effort to keep ...

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today! Having estate planning conversations with your ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a ...

When you first get engaged the number of things that have to be done before the big day can seem overwhelming. A good wedding-planning timeline can give you great peace of mind. We’ve started our ...

Approaching retirement is a significant milestone that requires careful and holistic planning. One of the best ways to ensure nothing is overlooked is to create a retirement checklist. Below are some ...

Not a lot of people like to think about dying, let alone plan for your death. But that’s exactly what estate planning is. It might seem morbid to make preparations while you’re still very much alive.

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...