While giving a portion of your assets to charitable organizations and nonprofits is often the simplest option, it's not always the most sustainable choice, or the best option for families. Here are three reasons to consider adding a family foundation to your Life-Centered Financial Plan.

Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.

Asking the right questions can greatly impact your future — especially when it comes to your finances. That’s why It’s Gotta Be a CFP®.

If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-efficient across several dimensions of your overall plan.