Wealth planning is a comprehensive planning process that incorporates state-of-the-art technical expertise in legal strategies and financial products with the human element. Aside from outstanding ...

One of the best things about being a consultant is the opportunity to see so many kinds of businesses. Though different companies are certainly at different stages of their lifecycles, strategic ...

Your financial life can be divided into two phases: accumulation and distribution. The accumulation phase is when you are earning money, building up your savings in preparation for retirement. This ...

During the planning process, a small business's owner and team forecast -- or model -- the company's future in terms of the strategic actions that will be taken in order to reach the company's goals, ...

When counseling clients who wish to ensure that their estate plan or wealth management structure complies with Sharia law, a wealth planner or financial advisor should pay particular attention to ...

Today, we continue our discussion of the core points of our retirement planning philosophy. If you missed part one, you can go back and read it here. 4. Avoid plans that require high returns Higher ...