Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. As the year draws to a close, many of us use the slower pace of the holidays ...

Tax and estate planning is always a year-end ritual, but this time the stakes are higher. A sweeping federal overhaul, new exemption levels and shifting deduction rules mean that moves you make in the ...

As the year draws to a close, many parents take stock of their finances. For working professionals and proud parents in the 30â 45 age group, this is a crucial window to evaluate whether their current ...