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 ...

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 the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...

Family life insurance plans stand as one of the most fundamental and indispensable financial instruments available for establishing stability, ensuring continuity, and fostering profound peace of mind ...

While Gerber heavily markets their Grow-Up and College Plans for children, the company’s adult and senior life insurance policies are of higher value. Gerber Life has a wide variety of life insurance ...

Retirement — it’s that glorious time in your life where the only worry you should have is why your grandchildren haven’t called yet this week. Though it is a life-changing occasion and naturally ...

If you are going to college, imagine just showing up on the first day of class without having troubled to apply for admission or student aid. That doesn't work. Yet, a tourist who shows up in a new ...

Life Plan, a tool Bank of America rolled out a year ago to help customers pursue goals like buying a home or saving for college tuition, now has 5 million users. Of those, 62% are millennials and ...

As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can ...