Forbes Financial Planning Archives

Worried About The Markets? Lock In Investment Gains Now — Without The Tax Hit

Robert Clarfeld, CPA, CFP offers a strategy for charitably inclined individuals and investors who may [...]

Family Businesses: Social Capital Is Key To Successful Succession Planning

As financial advisors, sometimes in conjunction with psychologists experienced in family dynamics, we've assisted families [...]

4 Financial Resolutions That Really Matter

Taking the first steps now can help to ensure that you are not only in [...]

Four Financial Steps To Consider Before You Start A Family

Deciding to start a family is one of the most exciting and life-changing decisions a [...]

Pre-Nuptial Agreements: A Hedge For Happily Ever After

Prenuptial agreements allow individuals to protect themselves financially with a prearranged, legally binding agreement between [...]

The Charitable Mindset: When To Start Educating Your Children

The financial landscape is replete with the "how" of charitable giving. That is, how one [...]

Don't Let Cyber Thugs Keep You From Digitizing Key Documents

Cyber-security should not be a barrier to developing a customized plan to consolidate, organize, archive [...]

Don't Let Your Kids Squander Your Wealth - Start Talking To Them

Although generational discussions around family wealth and future inheritances remain taboo, lack of financial discussions [...]

Be Considerate To Your Family And Clean Out Your Files

Consolidating, organizing, archiving and digitizing your personal paper life now will reduce the strain on [...]

Calculating Your 'Magic Number' - A Fool's Errand

Trying to quantify your financial future into a single “magic” number is far too simplistic [...]