Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial ...

When you’re creating a strategic family tax plan, it’s important to note that your business structure may be one of the most ...

A financial system is more than a portfolio. It integrates all aspects of your financial life, aligns short-term decisions ...

Two-thirds of surveyed business owners lack a documented plan for selling or transitioning their business. Here's why and ...

Attorney Dan Hales specializes in estate and business succession planning. He served on the board of the Chicago Crime Commission. He received his J.D. from Northwestern University Law School. Oaktree ...

MORE than six in 10 Americans feel tax rates on large businesses and corporations should increase, the Pew Research Center ...

Explore strategies, valuation tips, and expert advice to maximize your return and ensure a seamless transition.

Understanding the pros and potential cons of consulting a fiduciary advisor is the first step in finding the right guidance.

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 ...

and business succession planning, although keep in mind that regularly reviewing your will and estate documents is essential to ensure that your goals are aligned. A well-rounded financial plan ...

CPA personal financial planners’ ability to discern the story inherent in a client’s tax returns brings unique value to the ...