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This workbook is designed to be a companion to the It’s Your Money (IYM) series presented by Financial and Estate Literacy. During the IYM sessions, we will refer to this workbook and we encourage you to put as much information into the workbook as practical to assist you in working with your planner.

This law allows a terminally ill adults who are California residents to request a medication from his or her physician that will end his or her life.

Studies show that women invest more prudently than men, but rich women have at least one significant blind spot in their wealth strategies: estate planning.

What issues and developments are attorneys encountering as we head into 2023?

Many clients do not understand the difference between insurance provided by the Federal Deposit Insurance Corporation (FDIC) and protection provided by the Securities Investor Protection Corporation (SIPC).

Sometimes there are things in life where you wonder if they’re actually worth spending the extra money on or not.

The BuzzFeed Community tells about a time when money caused serious drama in their family. Here are the shocking results:

We don’t know how Reg BI or the CFP credential’s fiduciary standard work in practice because there has been no substantial punishment for violating them.

Ultra-wealthy Americans make up just 0.001% of the population. You only really need a fraction of their wealth to fall into the top 10%, 5% or even 1% of American earners.

Advisors and clients will see a flurry of coveted tax breaks come and go in the next three years. Here’s how to keep track.