Looking for the best planner that suits you just right for 2025? See what our editors picked as their favorites.

Now’s the perfect time to get ahead on your goal planning. Choose between nine yearly planners that will keep you on top of ...

Estate planning isn’t about focusing on your demise, one advisor says; it’s about taking control and making decisions that ...

L ike most people, I always start off the new year with good intentions. I'll jot down a fresh set of goals, stock up on new ...

2025 might have snuck up on us, but that just means it’s time to write down next year’s goals, resolutions, dreams, an ...

This is the third year I’ve published a life insurance agent’s to-do list. The list represents my humble attempt to suggest ways for agents to be more productive and effective in the year ahead.

Couples who have "dual income, no kids", or DINKs, tend to put retirement planning on the back burner until they are in their ...

Retirement planning is critical if you want to enjoy your later years instead of worrying about money all the time.