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 ...

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 ...

Approaching retirement is a significant milestone that requires careful and holistic planning. One of the best ways to ensure nothing is overlooked is to create a retirement checklist. Below are some ...

I was talking to a thirty-something acquaintance and, just to make conversation, I asked how her father-in-law was transitioning into retirement. “He’s such a luddite, I’m not encouraged.” Luddite by ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a ...

Contact internal or external speakers (faculty, student speakers, alumni, outside speakers) and confirm their availability for the date of your event. If you are inviting an external speaker, notify ...

Developing strategies for how a business will use its money, materials and people to accomplish its goals is part of starting and running a business. Within the strategic planning process, a ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

Strategic planning is integral to the success of every nonprofit organization. These plans serve as road maps that guide nonprofits, ensuring actions align with an organization’s mission and goals.

The Campus Comprehensive Plan process began in March 2024 and unfolded over the course of 15 months, structured around three phases of work: The process was led by the Campus Comprehensive Planning ...