One of the things I enjoy about public speaking is interacting with the audience. During the question-and-answer period and in sidebar conversations, I find out what's really on their minds. Sometimes ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

In addressing the five questions, let's start with the last. What are the reasons for the life you want? One way to answer this question is to think about and answer two insightful, provocative ...

During the fourth quarter, advisors frequently discuss charitable giving with their clients. Advisors have learned that this conversation is beneficial to clients and their families, as well as to ...

It’s important that your clients understand the basic elements of any planning techniques you recommend. It’s even better if they want to go further than that. Once they understand the first steps, I ...

A friendly, late-middle-aged couple contact you with questions about their estate plan. The hypothetical couple — let’s call them “the Ys” — own a successful chain of home insulation businesses and ...

The process of estate planning when it comes to blended families can seem complicated, but knowing how to go about it the correct way and to the wishes of your clients is very important. By building a ...

For most people, estate planning is more painful than a root canal without Novocain. Among other things, it forces us to acknowledge that we may become demented; decide who gets what after we pass ...

Opening a new building is a time of excitement and dread. Excitement, as a new building may yield increased efficiency, improved patient care, heightened service and new technology. Dread, as risks ...

Yahoo Finance Senior Columnist Kerry Hannon joins Mind Your Money with Brooke DiPalma to answer questions about optimizing end-of-year planning. Make sure to sign up for the Mind Your Money newsletter ...

Kiplinger's experts take on the major dilemmas of your financial life -- where to invest now, how much insurance is enough, how to prepare for retirement, the best way to save for college -- and ...

Former Chief Urban Designer of The City of New York Alexandros Washburn joins WIRED to answer the internet's burning questions about city planning. How does the New York City Subway compare to others ...