Preparing a checklist for end-of-year tax planning purposes is another way that advisors can make financial planning more efficient and scalable, according to Michael Kitces, head of planning strategy ...

The business planning process is designed to answer two questions: Where are we now? Where do we want to go? The result of this process is a business plan that serves as a guide for management to run ...

In our hectic, always-on world of work, it’s imperative to take the opportunity to orient yourself on what’s important every day. The alternative is to let circumstances dictate where you go and what ...