Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

When you have work life balance and fulfillment, you’re set up not only for success, but also for happiness. The big questions though, are about how you can find the best approach to work and life ...

When preparing for 2025 and all the unknowns the future inevitably holds, a thorough strategic plan is critical to driving meaningful outcomes for any business. Effective strategic plans reflect on ...

Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

To set yourself up for success in 2026, use AI to get feedback on your goals, design productivity systems, and predict bumps.

Long-term care isn't typically covered by traditional insurance or Medicare. Traditional tax-deferred accounts are good receptacles for long-term-care costs. Home equity can be a solution to help ...

How to Create a Retirement Plan That Checks All Your Boxes You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives.

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That means connecting everyday money choices to milestones such as education, ...

SAN DIEGO, Oct. 22, 2019 /PRNewswire-PRWeb/ -- Fiduciary Education – the premier online learning and certification hub for retirement and employee benefits plan management – is proud to announce the ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...