Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

Marketers and business owners are spoiled for choice when it comes to the many social media platforms available for growing an online audience. But it doesn’t have to be. Fortunately, you don’t have ...

Most people don’t think about their development plan until they hit a wall. A missed promotion, a new role, or a shift in priorities can expose just how unclear the next step really is. Creating an ...

When you have work life balance and fulfillment, you’re set up not only for success, but also for happiness. The big questions though, are about how you can find the best approach to work and life ...

As you embark on your entrepreneurial journey, crafting a comprehensive and compelling business plan is essential. However, the process of creating a well-structured and thorough plan can be daunting.

If you like to-do lists, especially if you’re worried about what your life will be like when you’re older, an aging plan may be just what you need. An aging plan is exactly what it sounds like. It’s a ...

If you are using the latest version of Microsoft 365 suite, then most probably you will see these two apps (Microsoft Planner and To Do) clubbed together. As a result, you see the tasks and other ...