A holistic financial plan goes beyond—here’s how to approach it.

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...