What constitutes a life well lived? Is it a life where you let your principles guide you in your decisions? Is it a life full of accomplishments and awards? Finding your answer to these questions can ...

How to Strategize for the Future ...

Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, marketing, and the impact of technology on contemporary arts and culture.

Every business starts with a vision, which is distilled and communicated through a business plan. In addition to your high-level hopes and dreams, a strong business plan outlines short-term and ...

Christine Benz: We want to delve into special needs planning. And your book is called The Special Needs Planning Guide. It’s incredibly detailed and comprehensive. But it seems like a huge challenge ...

A financial advisor can help families save for education using 529 plans and align education planning with their broader financial goals. A 529 plan is a tax-advantaged account, where money grows and ...

"Without a plan, even the most brilliant business can get lost. You need to have goals, create milestones and have a strategy in place to set yourself up for success" (Yogi Berra, American ...

Companies are increasingly relying on generative AI to help draft their financial reports, aiming to save time and money, but also raising questions on trust and transparency in executives’ efforts to ...