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.

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.

How much do you know about HSA accounts? Test your knowledge by reading this article – and discover the power of this essential retirement planning tool.

We interviewed 12 attorneys to get a sense of the major obstacles to retirement planning attorneys face. While these were a mix of partners in large firms and founding partners of smaller firms, everyone in this a high-stress job seemed to share one sentiment in common.

Just hearing the word “taxes” can cause anxiety. After all, taxes are often among the most significant expenses you will face.