Our society is currently in the midst of the largest generational transfer of wealth in history, yet over 60% of our citizens do not have a will. Estate planning is a crucial task that often gets ...

Learn the importance of end-of-life planning during winter. Reflect on the past, prepare for the future, and gain peace of ...

Successful companies go through a variety of business cycles. Unfortunately, many in leadership positions don’t plan for those stages and aren’t properly capitalized when a transition occurs. “Without ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Several months before the spectacular collapse of AIG, senior executive Joe Cassano told his ...

A significant majority of Americans say they understand the importance of having a last will & testament and the estate planning process, but far fewer are taking action to secure what will happen to ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Everyone understands the need for certain critical estate planning ...

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, ...

While investors tend to have their eyes fixed on the expected returns of their investments, responsible investing must also consider risk. Managing the trade-off between risk and return is the ...

The political and personal drama that recently played out on a national stage—should President Biden run for office again or retire?—to me brought to mind one of the most important but frequently ...