Estate planning isn’t just about transferring assets—it’s about preserving your legacy, protecting your family, and ensuring ...

LIC Jeevan Utsav is a whole life insurance plan offering lifetime income, guaranteed additions, flexible premiums, loan ...

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to ...

Overall, stay the course, but these three strategies are ways investors can make market volatility work to their benefit.

This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

Millions are set to inherit during the $90T Great Wealth Transfer—here's what smart legacy planning with an advisor looks ...

Even in uncertain markets, it's possible to build a long-term financial plan that allows for stability and growth. Using the ...

The impact of 529 assets on a beneficiary’s financial aid package depends on who owns the account. As outlined above, if the ...

GENESEO — A new, downtown location is allowing a longstanding financial planning firm room to grow. OakWood Financial ...

Given the rising costs of living, many Americans think it takes a few million to retire well. But with $1.3 million banked, ...

Every April we celebrate Financial Literacy Month to promote financial education and well-being in the United States.

Planning for death, as hard as it may be, is one of the kindest acts you can offer.