Imagine distilling your entire financial strategy into a single, powerful page. This concept, popular among the wealthy, allows individuals to maintain focus on their goals without getting lost in the ...

The old ways of financial planning are gone. Well, actually, they're not. But they should be gone for high-net-worth individuals who now have opportunities to get way more service for the same costs ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement often feels like the light at the end of the tunnel — a time to ...