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Many investors set a financial plan and investment strategy, but over time, changing market conditions, life events, and shifting priorities can cause their portfolio to drift away from its original...

Have you ever spent the work week daydreaming about everything you’ll finally get to do on the weekend—only to have Saturday arrive and find yourself scrolling your phone instead? It’s a familiar...

Overthinking a purchase before you make it is common. Googling reviews and potential issues may be part of your process. At first glance, this approach might seem a bit pessimistic. In practice, it’s...

Now that the April 15 filing deadline has passed, many people are eager to put taxes out of sight—and out of mind. After all the time spent gathering documents, running numbers, and finding out...

Imagine a family member has an unexpected medical event, and unfortunately that family member can no longer communicate. This happened to me when my father had a traumatic fall and lay unconscious...

High achievers tend to have a hard time making the jump to retirement. This may be true for a number of reasons. Some identify strongly with their work and feel concerned about their ability to move...

Have you ever known someone who is absolutely committed to getting the lowest price for gas? They're willing to drive miles out of their way to save a nickel per gallon. And they derive deep...

Back in 1992, relationship counselor John Gray published Men Are from Mars, Women Are from Venus.1 The book was a huge best-seller, not because Gray had discovered some startling new fact, but...

The gift and estate tax system is a federal transfer-tax system composed of two main taxes: gift tax, which applies to transfers made during an individual’s lifetime, and estate tax, which applies to...