Financial Planning

Throughout his prolific career, Roy M. Adams made lasting contributions to the field of trust and estate planning. As a Senior Chairman of the Trusts & Estates Practice Group at Sonnenschein Nath & Rosenthal LLP until his passing in 2014, his influence is tangible. He held notable roles at

Turning 50 often brings a heightened awareness of retirement planning and adds an urgency to creating a robust financial strategy. While many people believe that significant wealth accumulation should begin early in their careers, it's still possible to retire with a million-dollar net worth

Long-term financial planning is a crucial yet often overlooked aspect of a horse professional's life. Amidst the daily hustle of managing horses, equipment, and unexpected crises, it's easy to neglect the importance of securing a stable financial future. However, taking the time to plan

Investing can often seem like a daunting task, filled with complex jargon and unpredictable market conditions. However, with the right tools and education, anyone can become a proficient investor. Freefincal is dedicated to simplifying personal finance and providing accessible resources to help

The family office model, once the exclusive domain of ultra-high-net-worth (UHNW) families, is now revolutionizing the broader landscape of financial planning. Traditionally, this approach involved a dedicated in-house team managing all aspects of a family's wealth, including investments, tax

The financial planning industry stands on the brink of a significant transformation, driven by Certified Financial Planner (CFP) certification, particularly as it pertains to serving traditionally underserved segments of the population. The timely announcement of an upcoming CFP exam signifies more