There are many other important parts of an estate plan that may be forgotten along the way. Here is the "softer side" of estate planning.

As the markets change, the value of each security in your portfolio will increase or decrease at a different rate of return; changing the overall weightings of your investments. Periodic reviews of your investment portfolio help keep your retirement strategy on track.

Qualified retirement savings accounts are a great way to build a retirement nest egg. But what happens to the money in the account if the account holder passes away?

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan