I became a financial planner in 2001 and have worked in banking and financial services since 1995. Since the beginning, long-term care (LTC) has been a touchy subject with many of my clients because ...

“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 ...

A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

I believe it’s important for people to think about how their retirement planning is affected by taxes — both now and by potential increases in the future. The Tax Cuts and Jobs Act, signed into law in ...

A financial plan functions as a strategic roadmap, guiding individuals on how to allocate their resources efficiently to ...

A good plan should develop potential candidates before a position opens up. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take ...

When it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should have started sooner than they did because the earlier you prepare, the more ...

Millions of Baby Boomers are rapidly reaching retirement age in a “silver tsunami” that is placing a renewed focus on how this generation feels about their finances. According to Charles Schwab’s ...

One of the great paradoxes of higher-education leadership is that most of us who find ourselves in administrative positions have not studied the kind of work we end up doing on a day-to-day basis. We ...

Opinions expressed by Entrepreneur contributors are their own. I’m optimistic about business planning for 2010, and I’m expecting it to be a good year. People are going to do more and better business ...