At the time you are most vulnerable, you want to make sure people know what you want to have happen to you. You don't want people to guess about it, or in some cases, not even be able to do what you want.

War gets people thinking about mortality even if they aren't going to be doing any fighting themselves. Now's a good time to look at whether you have the right life insurance coverage and to make sure your estate plan is in order.

War gets people thinking about mortality even if they aren't going to be doing any fighting themselves, ... Now's a good time to look at whether you have the right life insurance coverage and to make sure your estate plan is in order.

Stock options can overshadow the value of a retirement plan in a heartbeat. I've had clients who made millions by waiting a few weeks.

Bad debt is debt that is used to enhance consumption.

This is something I approach delicately with my clients.