Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise.

What’s First with Your Next Dollar: Investing or Paying Off Debt, what do you think? Read this article for more information

There are many questions to ask in retirement planning, and this retirement planning question is too often overlooked. What is it?

Have you thought about retirement? When you get to within five-to-ten years of when you expect to retire, the planning gets more serious.

Marriage, it turns out, is even more than hefty emotional commitment, a blending of families, and the awesome chance to add another crazy aunt or uncle to your family tree.

We often let things go, even to our detriment, to avoid offending someone. This fear of offending can keep you in a bad relationship, keep you from making sound financial and investment decisions, etc.