Six steps to help your kids prepare for their role in your legacy plan.

Read the story of one man who spent his life preparing for future generations.

When is it time to solicit the help of another kind of professional?

We think you should have margin in your life, not just in money. See how your vision can help you decide how to spend one of your most valuable assets, your time.

This is one fight we encourage you and your spouse to have.

We all know people that overspend. We think it’s because they like shopping. But what if they’re really just trying to solve a problem?

Is there that much value in holding an individual bond to maturity? We don’t think so.

Why we choose bond ETFs over individual bonds against the traditional argument.

A refresher on the basic functions of bonds, explained for creative types (me).

Read our take on our industry’s doomsayers.