Can you name four magnificent events in your life which came about because of perfect planning? Sure, there was the vacation in ’99. Then the move from… oh, scratch that. Even if I count a house we ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

The retirement planning industry needs to evolve. The core 401(k) plan and individual retirement account (IRA) strategies that make up most people's retirement funding made sense 40 years ago. However ...

There’s no way around it: Succession planning must be a priority for company leaders. What does your succession plan look like? Do you even have one? Many companies avoid succession planning ...

I often compare retirement income planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The ...

When business gurus and management experts talk about building and growing a business, one topic that usually comes to the top of the list is planning. It seems self-evident that every business needs ...

September is National Preparedness Month in the United States. You may have created an emergency plan for yourself and your family, but have you made similar arrangements for your business?

Colorado and Washington State are in the process of implementing public option programs. Other states continue to explore similar actions as well as a variety of Medicaid buy-in proposals. A core ...

Democratic presidential candidate Pete Buttigieg unveiled his health care plan on Thursday, outlining a middle-of-the-road approach that allows people to opt into a government-backed health insurance ...