The tightening presidential race has ignited a surge of tax planning by the affluent. The 2025 sunset of the estate tax exemption limit could greatly impact the $84 trillion expected to be transferred ...

I became a financial planner in 2001 and have worked in banking and financial services since 1995. Since the beginning, long-term care (LTC) has been a touchy subject with many of my clients because ...

“I believe that financial planning transforms lives,” says Marguerita Cheng, CEO of Blue Ocean Global Wealth, as she reflects on a moment seared into her memory. At the tender age of 10, as the oldest ...

A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

I believe it’s important for people to think about how their retirement planning is affected by taxes — both now and by potential increases in the future. The Tax Cuts and Jobs Act, signed into law in ...

Millions of Baby Boomers are rapidly reaching retirement age in a “silver tsunami” that is placing a renewed focus on how this generation feels about their finances. According to Charles Schwab’s ...