Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. The year 2025 is quickly coming to a close, and with it comes ...

Retirement planning can inspire a lot of contrasting emotions. There’s the excitement of making travel plans, sleeping in on Mondays and saying goodbye to the boss. And there’s also the fear of ...

Tax strategy doesn’t just happen in April. While it may feel like you just filed your 2024 taxes a minute ago, the time to set yourself up for success in your 2025 taxes is now. Most high earners with ...

It’s no secret that people are living longer. In 2018, for the first time in history, people over the age of 65 outnumbered children under the age of five across the globe, according to the United ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

Not a lot of people like to think about dying, let alone plan for your death. But that’s exactly what estate planning is. It might seem morbid to make preparations while you’re still very much alive.

As we wrap up a season of joyous feasts and a copious amount of family time, it’s a perfect time to remember how important family is, as we are aware that we will not be here forever. It may be a ...

The holidays are here. Tis the season when we all scurry around cleaning, decorating, baking, cooking meals, buying presents, wrapping and sending them, putting together toys for the tots, and writing ...