In financial planning, we often say the past is no guarantee of the future. However, history can still guide our decision making in many ways. In the past, many of us followed the footsteps of others ...

Getting married, starting a family or buying a new home — milestone moments like these signal the beginning of a new chapter and compel us to reprioritize what matters most. As our needs evolve, so do ...

If you run a small business with one or more partners, what should be your priority? Making sure your operating agreement is set? Your budget? Your business plan? While these are all important, many ...

Life's journey is full of important turning points that are joyful, exciting, and occasionally involve financial obligations.