Getting an inheritance is the epitome of a mixed blessing. You receive a financial windfall, but the cause is the death of a loved one. On top of complicated emotions, you may be dealing with the ...

Postponing your retirement by a few years can be a surprisingly effective strategy. If you're, say, seven years from retiring ...

Talking to your kids about your health, finances and estate plans isn’t easy, but it’s essential for preparing your family ...

Summit in Tampa, Fla., April 19 – 21, will tackle the always necessary scale issue and how it applies to your practice.