Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

I have written extensively on the topic of performance-based compensation. That work focuses on the technician and office staff. I am being asked more and more about bonus plans for managers. In this ...

You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives. When you purchase through links on our site, we may earn an ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

When preparing for 2025 and all the unknowns the future inevitably holds, a thorough strategic plan is critical to driving meaningful outcomes for any business. Effective strategic plans reflect on ...

Long-term care isn't typically covered by traditional insurance or Medicare. Traditional tax-deferred accounts are good receptacles for long-term-care costs. Home equity can be a solution to help ...

When you have work life balance and fulfillment, you’re set up not only for success, but also for happiness. The big questions though, are about how you can find the best approach to work and life ...

Opinions expressed by Entrepreneur contributors are their own. In today’s ever-changing business environment, business owners, entrepreneurs and franchise owners need to be prepared for the unexpected ...

According to the research website Exploding Topics, 77 percent of companies have already started their digital transformation journey. The good news is that most organizations have embraced this ...

President of the Bradford Dalton Group, Jeff is a former journalist with 30+ years of experience as a public relations professional. It is important to know what other people besides you think about ...

If you’re interested in creating helpful content for your audience (and you should be), you should consider making a resource page. It’s the best way to collect your top recommendations for products ...