It's time to stop chasing net worth and start chasing real worth. The question to ask yourself is: Does my financial plan support the life I want to live? Here's how to craft a plan that supports your ...

Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...

Daily planning is a must in any business. But if you find yourself regularly avoiding this crucial daily action, you may need to change your planning approach. Otherwise, you may find yourself ...

Michelle Diamond is chief development officer and executive director of regional markets for Cumberland Trust, a Nashville-based independent corporate trust company focused on families. As we enter a ...

As we move into another annual planning season, my challenge to business owners and leaders is: What do you want the next year to be like? Effective annual planning provides the surest, straightest ...

Congratulations on getting your estate plan in order. Now, you need to communicate the relevant details to ensure your plan ...

You don’t know what the future holds. Your ancestors may receive part of your wealth in their lifetimes, but they may not know what to do with it or how to manage this sum of money properly. That’s ...

The city of Vacaville hosted Strategic Planning focus groups in person on Friday and Saturday, and will host a Virtual Focus Group on Tuesday, Nov. 18, at 6 p.m. The focus groups, combined with an ...

Many think estate planning is only a concern for those who are later in their stage of life or wealthy. They put it off for years, or entirely. Estate planning is for everyone and essential to ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...