Travel by train is a great way to see the country with your family this summer. Super easy and comfortable ...

If there’s anything that this downturn in the economy has taught us, it’s that our happiness does not depend on ...

Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But ...

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some ...

Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change ...

By Jesse Kalsi “Numbers are alive and are represented by planetary energy. They have a direct impact on our success, ...

Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families ...

With the number of online and do-it-yourself (DIY) legal providers continuing to grow, some of individuals may be wondering if ...

One area that is often overlooked in the divorce process is the need to update estate planning. Most people would ...

From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition ...

When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right ...

Have you ever played the Prosperity Game?   I play it periodically when I am feeling out of sorts financially or ...

A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower fees, more ...

Today, it is impossible to put together even a simple estate plan without the assistance of an experienced estate planning ...

With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ...

Sometimes the planning of the rich and famous helps us better understand what mere mortals can accomplish through proper planning ...

Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families ...

March 31, 2012 marked the seventh anniversary of the death of Terri Schiavo, the 41-year-old who succumbed after her feeding ...

We usually look at wealth as something that can help a child get ahead, perhaps by paying for tutors and ...

The new year has begun and so has a new tax year. By understanding the latest changes in the tax ...

Everywhere you turn, financial media pundits seem to revel in the excitement and drama about the ups and downs of ...

FMB Wealth Management does not endorse or recommend any candidates for presidential or any other office. This article is for ...

In August, investors saw some of the U.S. stock market’s worst days in years. Even investors and media pundits who ...

Fed Says It Won’t Raise Interest Rates for Now The Federal Reserve announced in mid-September that it will postpone increasing ...

Target date funds were first designed in the early 1990s specifically with the simple retirement planners’ needs in mind. Target ...

The Roth IRA was revolutionary when it became available nearly two decades ago. That’s because retirement accounts traditionally have been ...

More and more Americans are saying that the freelance life is the life for them. A whopping 53 million Americans ...

According to a new survey by the Indexed Annuity Leadership Council, more than half of all U.S. adults have never ...

In Part I of our series on Tax-Wise Investing, “You and Your Investments,” we explored how to engage in year-round ...

In 2015, the average life expectancy for Americans is 79 years old, more than 10 years older than the average ...

How to Protect Yourself from Outliving Your Money in Retirement In 2015, the average life expectancy for Americans is 79 ...

Obama’s proposed IRA regulations could help retirement savers New rules from the White House could soon impose fiduciary duty on ...

Supreme Court hears a case that may have broad implications for 401(k) savers On Feb. 24, the nation’s highest court ...

Average 401(k) savings reach record highs, consistent savers fare best Skyrocketing stock market activity coupled with greater contributions from employees ...

I sometimes come across articles that I feel investors would enjoy, and last week one of them caught my attention ...

Integrated Health. Sounds nice. What does it mean? Dictionary.com defines integrated as “combining or coordinating separate elements so as to ...

Below is a reprint of an article I wrote for the Pepperdine University CareerNetwork Newsletter. A copy of the original article, ...