Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

A holistic financial plan goes beyond—here’s how to approach it.

When you have work life balance and fulfillment, you’re set up not only for success, but also for happiness. The big questions though, are about how you can find the best approach to work and life ...

Most people don’t think about their development plan until they hit a wall. A missed promotion, a new role, or a shift in priorities can expose just how unclear the next step really is. Creating an ...

When preparing for 2025 and all the unknowns the future inevitably holds, a thorough strategic plan is critical to driving meaningful outcomes for any business. Effective strategic plans reflect on ...

Long-term care isn't typically covered by traditional insurance or Medicare. Traditional tax-deferred accounts are good receptacles for long-term-care costs. Home equity can be a solution to help ...

Ramit Sethi, a personal finance advisor and the author of “I Will Teach You to Be Rich,” is also an advocate of conscious spending — as detailed in his “Conscious Spending Plan.” This simplified plan ...

Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

Learn how to write a compelling marketing plan executive summary with expert tips, essential components and a template to ...

A financial plan is a guide for how to manage your money. Creating a budget can help you manage fixed and variable costs effectively. Investing regularly and building a diversified portfolio can help ...

One commonly used and effective tool to help prevent suicide is a safety plan, also sometimes referred to as a crisis response plan. A safety plan is a written list of coping strategies and sources of ...

Why is planning your training important? Having a plan can increase both the accountability and direction of your training. It can add variety, which we know is an important tool to develop fitness, ...