In my book, “Rewirement: Rewiring the Way You Think About Retirement,” I lay out a detailed ten-step process that everyone can use while doing retirement income planning. This is also the same process ...

Learn about family financial planning. Read this article to learn how to manage your finances, set financial goals, and ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. There tends to be a lot of excitement in the air as one ...

The 10 years leading up to retirement is a crucial time in determining whether or not your client will be able to retire successfully and on time. There are a number of important financial planning ...

Estate planning is an important aspect of securing the financial future of your loved ones. However, when it comes to blended families, navigating the complexities of estate planning becomes even more ...