However, there can be a steep learning curve for people who haven’t had strong financial literacy or who wing it as they go.

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

Holistic financial planning, which includes proactive tax planning, is something most people have never experienced. Uncorrelated and limited financial advice is the norm.” “We implemented a ...

People who don’t have children aren’t getting the best financial advice, one author says. There are more than a dozen differences in financial and estate planning for people with children ...

Reentering the workforce after having officially retired from it can raise a host of financial planning questions, especially for individuals whose main motivation for “unretiring” is economic.

“I encourage people to save as much as they can for as long as they can," says Andy Smith, executive director of financial planning for Edelman Financial Engines. "Any amount that you can save ...