This checklist is designed for busy parents-to-be, friends, and family members planning a memorable baby shower. Imagine feeling calm and confident as everything comes together smoothly—no last-minute ...

Thanks to vaccines, many of us are able to travel to see loved ones after a very difficult year. A family reunion is a great way to gather and reconnect. It's an opportunity to celebrate your family's ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. If retirement is on your horizon for 2025, now is the time to prepare. A ...

Planning a wedding can be stressful, trust me, I’m in the midst of doing it myself. And you have probably scoured the internet for the perfect wedding checklist to get things in order. But every ...

One of the things that has become very clear to me during my time as a wedding coordinator is that DIY wedding planning checklists are very different than wedding planning checklists for other ...

Juggling our everyday lives with wedding planning can be quite a struggle, but you can enjoy the planning process more when you're organized. It's overwhelming when you're not sure what's next on the ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...

“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...

Advisors can think ahead of time about the common issues that clients face and how to address them; this can take shape in the form of a health care checklist. Along with the obvious financial ...