Juan Carlos Rosario is a CFP® and President of Apex Financial Services Group, an independent financial services firm based in California. When you hear about estate plans, wills or trusts, they are ...

Everyone should have an estate plan. Your estate plan is the roadmap in a crisis, providing guidance to loved ones on how to proceed and ensuring your wishes and goals are met. For those with young ...

“Where there is the desire to smartly and efficaciously pass the baton that is the family business from one generation to the next, succession planning is essential,” says P.J. DiNuzzo, Founder and ...

While mass affluent individuals are confident about how prepared they are for retirement, a recent report from Prudential Financial Inc. shows there’s still more work ahead to ensure a lifetime, ...

Between focusing on growing your business to making decisions that benefit your customers, you may be hard pressed to find time to think about retirement. However, two of the most important plans a ...

Warner Norcross + Judd Partner Danelle Harrington recommends that people not put off the process of estate planning, or planning for possible disability during one's lifetime and for distribution of ...

From the uncertainty of where to start the denial surrounding death, there are many reasons people wait too long to plan for aging. It can be an intimidating and emotional subject, but there are many ...

Sometimes I explain to clients that my original experience in the practice of law was in litigation and that helped me with everything else going forward. Beginning as an associate attorney with a ...

Happy girl holding 'I'm thankful' sign and looking at camera during Thanksgiving meal with her parents. Thanksgiving is just a few days away and with it comes family gatherings and overindulging.