Life Planning Articles

Whether you’re trying to do several small trips in a year, or you are planning on one luxurious vacation, you will always want to get the most out of your money.

When you are young you have nothing but time to get a jump start on your retirement. What should you do?

With so many emotions involved in the dissolution of a marriage, you will probably want to make the financial aspects of your divorce proceed as smoothly as possible. Here are five tips to consider as you start the divorce process.

Whether you’re trying to do several small trips in a year, or you are planning on one luxurious vacation, you will always want to get the most out of your money.

One of the most difficult calls that we receive at our office is when a client is looking for help to settle the details of a deceased relative's estate.

Every successful business owner must eventually face the question: What will happen to my business when I become disabled, retire, or die?

While marriage or divorce produces a significant emotional impact on your life, it can also produce a significant impact on your retirement or investment plans.

College planning is tricky. If done incorrectly, the amount of financial aid a student could receive could be negatively impacted.

Inheriting money can be a confusing and emotional experience. You’ve lost someone close to you and now you must decide how you’re going to manage the money that you’ve never had before.

Since health insurance doesn’t cover everything, and with the growing cost of health care, you can easily drain your retirement savings if you don’t plan for health care.