Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...

“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...

I was talking to a thirty-something acquaintance and, just to make conversation, I asked how her father-in-law was transitioning into retirement. “He’s such a luddite, I’m not encouraged.” Luddite by ...

You get to start over in the New Year. What does that mean to your personal finances, and where do you start? A long list can ...

Forbes contributors publish independent expert analyses and insights. Enoch Omololu writes about personal finances for millennials. Jun 05, 2023, 04:47pm EDT This article is more than 2 years old.