“Where there is the desire to smartly and efficaciously pass the baton that is the family business from one generation to the next, succession planning is essential,” says P.J. DiNuzzo, Founder and ...

Juan Carlos Rosario is a CFP® and President of Apex Financial Services Group, an independent financial services firm based in California. When you hear about estate plans, wills or trusts, they are ...

While mass affluent individuals are confident about how prepared they are for retirement, a recent report from Prudential Financial Inc. shows there’s still more work ahead to ensure a lifetime, ...

Everyone should have an estate plan. Your estate plan is the roadmap in a crisis, providing guidance to loved ones on how to proceed and ensuring your wishes and goals are met. For those with young ...

Between focusing on growing your business to making decisions that benefit your customers, you may be hard pressed to find time to think about retirement. However, two of the most important plans a ...

Warner Norcross + Judd Partner Danelle Harrington recommends that people not put off the process of estate planning, or planning for possible disability during one's lifetime and for distribution of ...

Research reveals a big gap between how many millennials think they should write a will and how many have actually written one. New research from Trust & Will, an estate planning services company, has ...

From the uncertainty of where to start the denial surrounding death, there are many reasons people wait too long to plan for aging. It can be an intimidating and emotional subject, but there are many ...

One of the reasons I wanted to join the Roaring Fork Schools was because of its strong strategic plan and mission statement. I believe in the work the community outlined through a strategic planning ...

You’ve likely planned for your retirement, but have you ever considered teaching your kids the value of doing so? It may seem like a topic reserved for adults, but introducing these concepts now can ...

Happy girl holding 'I'm thankful' sign and looking at camera during Thanksgiving meal with her parents. Thanksgiving is just a few days away and with it comes family gatherings and overindulging.