A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

1. Review required minimum distributions ("RMDs"). If you’re 70½ or older, you must take RMDs from certain retirement accounts by December 31 or face a penalty equal to 50% of the sum you failed to ...

When the daily to-do list might include grocery shopping, picking up the kids from soccer and preparing tomorrow’s presentation, who has time to think about a financial plan? While the effort to keep ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a ...

Retirement planning can inspire a lot of contrasting emotions. There’s the excitement of making travel plans, sleeping in on Mondays and saying goodbye to the boss. And there’s also the fear of ...

Preparing a checklist for end-of-year tax planning purposes is another way that advisors can make financial planning more efficient and scalable, according to Michael Kitces, head of planning strategy ...