Your client may think they know their spouse or partner better than anyone. But when it comes to estate planning, many couples are in for a surprise. "You don't realize how much your spouse may not ...

The idea behind a financial hierarchy of needs in retirement isn’t about rigid rules—it’s about intentionality. It offers a ...

In the wake of the COVID-19 crisis, Americans face unprecedented financial, social and physical challenges. The notion of financial wellness — at its very core, freedom from immediate financial stress ...