Workers of all ages can benefit from reading about how to successfully retire. Some popular finance books use a narrative approach that can be good for those who like fiction. Nonfiction books range ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. When you think about the role of a financial advisor, you ...

Financial planning around your own death isn't most people's idea of fun. A new illustrated humor book wants to help advisors change that for clients. Author Rich Lippman. Author and humorist Rich ...

Life rarely follows the script we write. Marriages end, children’s circumstances change, family businesses evolve, and tax laws shift. Yet many estate plans are written as if these variables will ...

The planning process included three sequential phases—Understand, Explore, and Realize. This rigorous process identified pressing campus and urban issues, analyzed facility assets, and conducted ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

The Campus Comprehensive Plan process began in March 2024 and unfolded over the course of 15 months, structured around three phases of work: The process was led by the Campus Comprehensive Planning ...