“I believe that financial planning transforms lives,” says Marguerita Cheng, CEO of Blue Ocean Global Wealth, as she reflects on a moment seared into her memory. At the tender age of 10, as the oldest ...

A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

I believe it’s important for people to think about how their retirement planning is affected by taxes — both now and by potential increases in the future. The Tax Cuts and Jobs Act, signed into law in ...

Home Retirement Retirement Planning Three Key Elements of a Solid Retirement Plan A good plan isn’t just about the size of your nest egg. It’s also about how you manage these three things: taxes, ...

Millions of Baby Boomers are rapidly reaching retirement age in a “silver tsunami” that is placing a renewed focus on how this generation feels about their finances. According to Charles Schwab’s ...

One of the great paradoxes of higher-education leadership is that most of us who find ourselves in administrative positions have not studied the kind of work we end up doing on a day-to-day basis. We ...

Opinions expressed by Entrepreneur contributors are their own. I’m optimistic about business planning for 2010, and I’m expecting it to be a good year. People are going to do more and better business ...