In my book, “Rewirement: Rewiring the Way You Think About Retirement,” I lay out a detailed ten-step process that everyone can use while doing retirement income planning. This is also the same process ...

One of the most common questions I hear from financial advisors who are on teams is about succession planning. Whether it’s the senior financial advisor (team leader) thinking of slowing down (or ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. There tends to be a lot of excitement in the air as one ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

Clients (or the children of clients) who have a baby on the way usually have so much to worry about that any financial advice you offer them during this exciting-but-stressful time may initially be ...

There's a lot of things people plan for in marriage. Buying a new home, joint finances, having kids and plenty of other minor plans you stick on your fridge. Divorce is never one of them. With divorce ...

Please provide your email address to receive an email when new articles are posted on . Incapacity planning not only protects assets but also ensures that medical care preferences are followed. Plans ...

The National Funeral Directors Association has provided a list with an array of goods, services and logistics that are often included in a traditional funeral and/or memorial service. They report that ...

Maybe it's the sight of that whiteboard overflowing with ideas. Or maybe it's the kinetic tumble and flow of listening to excited coworkers debate strategy. Or it could be the anticipation of seeing ...

A celebration of life - a remembrance of a person's achievements, relationships and the good things they brought into the world - is becoming a popular alternative to a traditional memorial service.