In my book, “Rewirement: Rewiring the Way You Think About Retirement,” I lay out a detailed ten-step process that everyone can use while doing retirement income planning. This is also the same process ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. There tends to be a lot of excitement in the air as one ...

The 10 years leading up to retirement is a crucial time in determining whether or not your client will be able to retire successfully and on time. There are a number of important financial planning ...

There's a lot of things people plan for in marriage. Buying a new home, joint finances, having kids and plenty of other minor plans you stick on your fridge. Divorce is never one of them. With divorce ...

Clients (or the children of clients) who have a baby on the way usually have so much to worry about that any financial advice you offer them during this exciting-but-stressful time may initially be ...

The National Funeral Directors Association has provided a list with an array of goods, services and logistics that are often included in a traditional funeral and/or memorial service. They report that ...

One out of every 10 adults in the United States embarks on the entrepreneurial road to capitalize on what he feels is an idea sure to succeed. Research shows that most new businesses fail due to ...

Maybe it's the sight of that whiteboard overflowing with ideas. Or maybe it's the kinetic tumble and flow of listening to excited coworkers debate strategy. Or it could be the anticipation of seeing ...

A celebration of life - a remembrance of a person's achievements, relationships and the good things they brought into the world - is becoming a popular alternative to a traditional memorial service.

The first step to creating a plan of action is deciding which fear to work on first. Look at the Fears and Worries Checklist you and your child filled out back in Module 1. Consider how both you and ...