Big data and artificial intelligence (AI) have tremendous disruptive potential in nearly every industry, and financial services is no exception. These powerful technologies are set to change the way ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Staff Personal Finance Editor, Buy Side ...

A complete estate plan is an essential step in the financial planning process that is often overlooked. Coaching clients through the process and revisiting their estate plan regularly can help them ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The proposed tax law changes, the pandemic, the threat of inflation and ...

According to a recent survey, more than two-thirds of Americans say discussing end-of-life preparations with loved ones, including what kind of funeral they want, is important and on their minds. Yet ...

The Department of Environmental Studies engaged in an approximately 18-month process in order to agree on the strategic planning document here. Pre-planning for ENVS strategic planning, including work ...

Last year, the U.S. defense budget exceeded $700 billion. Most metrics would put it among the largest enterprises in the world. Nevertheless, the Defense Department’s planning, programming, budgeting, ...