The tightening presidential race has ignited a surge of tax planning by the affluent. The 2025 sunset of the estate tax exemption limit could greatly impact the $84 trillion expected to be transferred ...

“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 ...

I became a financial planner in 2001 and have worked in banking and financial services since 1995. Since the beginning, long-term care (LTC) has been a touchy subject with many of my clients because ...

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 ...

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 ...

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 ...