With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

A financial plan is essential, no matter how much you make. Looking at the financial mistakes of a few of our favorite celebrities, we'll see why.

Divorce is a life-altering process no matter your net worth. If this is something you may be going through, there are a few things you can do now to help protect your financial wellbeing.

Student loan debt for medical students in the US at graduation is $192,000, which is 5x more the $37,172.2 of average students. If you are an MD, then these 5 things should factor most when creating your financial plan.

This list goes on and on, and it baffles my mind how this isn’t clearly standardized. No wonder there have been on-going legal battles over a fiduciary ruling to help people understand exactly what the term advisor means (in addition to always having their best interests in mind). But, what does a true financial advisor actually do? Let's focus on a few things that great advisors should do for you at all levels of wealth. Once you climb the ladder and move from emerging to high-net worth, more layers of advice should be offered to you, your family, and your business.