List your top five personal values — such as family, independence, service or adventure. Then review your spending and saving. Describe your ideal life in five years. A vivid life vision becomes the ...

Generally, we do not spend much time contemplating our mortality but planning for how our financial affairs will get settled and our remaining assets get handled when we are gone is a key part of any ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Roberty Daly / Getty Images Not having kids might mean fewer ...

As the old saying goes, failing to plan is planning to fail. Good leaders know that forethought and preparation are necessary to succeed in this sense. Yet, it's not unusual for founders, executives ...

“I believe that financial planning transforms lives,” says Marguerita Cheng, CEO of Blue Ocean Global Wealth, as she reflects on a moment seared into her memory. At the tender age of 10, as the oldest ...

The end of the year presents the annual task of maximizing financial benefits and minimizing tax liabilities for businesses and individuals alike. A solid plan can boost financial confidence across ...

So, you thought New Year’s resolutions were for losing weight and giving up eating corn dogs. Naw, the most exciting New Year’s resolutions are estate planning commitments. So, when you head off to ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

What Is Retirement Income Tax Planning? Retirement income tax planning is the process of strategically managing retirement income sources and financial decisions to minimize tax liability and maximize ...

Meal planning is a powerful tool that can simplify your life and improve your health. It can save time, reduce stress, save money and help you eat a healthier diet. In simple terms, meal planning ...