Planning your estate can be daunting. Not only is planning for one’s death emotional, the wide variety of available instruments can be confusing. Trusts are one such instrument that you often hear about in estate planning, but do you really need one? If so, what type of trust makes sense?

Consider helping your recent graduate with the gift of a Roth IRA. The power of compounding in a tax-free environment makes the Roth IRA an incredible opportunity for your recently-graduated child. With proper planning, your child can ace retirement.

Empathetic listening coupled with asking probing questions brings a richer conversation with those we love and is the essence of life planning, a growing segment of financial planning for many holistic financial planners.

Roth 401ks continue to be an underappreciated strategy for long-term retirement savings. Proper analysis is needed, and this review should be done on an integrated basis.

Life insurance can be an important financial tool for you and your family. However, the fact that you've purchased life insurance doesn't guarantee that the death benefit will be paid.

Need a getaway to relax and unwind, but don’t have the funds? Try getting the whole family involved with these money-saving ideas to reach your goal of a well-earned vacation.

As many parents start ramping up their retirement planning efforts, their kids are also reaching an important next step in life: heading off to college. These tips will help you balance the cost of your own financial goals with the education pursuits of your children.

The death of a spouse is one of the most difficult events a person can experience. Beyond the tremendous emotional impact, it can also be a time of deep financial uncertainty. Learn how to begin navigating this next chapter of your financial life.