A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions.

When the daily to-do list might include grocery shopping, picking up the kids from soccer and preparing tomorrow’s presentation, who has time to think about a financial plan? While the effort to keep ...

1. Review required minimum distributions ("RMDs"). If you’re 70½ or older, you must take RMDs from certain retirement accounts by December 31 or face a penalty equal to 50% of the sum you failed to ...

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 ...

When income is distributed to stockholders of U.S. corporations there are two levels of taxation: one at the corporate level (as adjusted net income) and one at the stockholder level (as dividend ...

Preparing a checklist for end-of-year tax planning purposes is another way that advisors can make financial planning more efficient and scalable, according to Michael Kitces, head of planning strategy ...