But is “life-changing” even a possible outcome for financial planning, or is that lofty aim an overreach? For the elderly widow with no heirs I met who, gripped by fears that stemmed all the way back ...

From estate planning to beefing up an emergency fund, pros say planning for life’s unexpected — and expected — events is key ...

There’s a common misconception that life insurance is only useful after someone dies. But modern policies can offer powerful ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Life expectancy is improving, but the financial services industry remains "remarkably unprepared" for retirees living longer, according to a new white paper from Dunham & Associates Investment Counsel ...

Adding term plans to your financial strategy offers several key advantages: 1. Financial Security for Dependents: A term plan truly serves to financially fulfil your family’s needs. It provides for ...

Ever find yourself exhausted between 5 a.m. wake-ups and midnight emails, wondering if success is costing more than it's worth? You’re not alone. According to a Deloitte survey, 75% of C-suite leaders ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Estimating a client's life expectancy is a core part of retirement planning, but the ways in which financial advisors reach that projection can vary significantly from person to person. Some use ...

QuestionI want to get my finances properly sorted in 2026. What would you recommend I do to ensure that I will be in a better financial position at the end of next year?