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This week’s article focuses on the central questions of estate planning, and in particular, whether you need to have both a will (yes!) and a trust (maybe).

Choosing a financial adviser for either investment skill or financial planning capabilities may not be enough.

Preparing for a successful retirement outcome depends on a number of factors, some of which you can control, and some you can’t.

Whether you do your taxes yourself or hire a professional, make sure you have all the information you need to complete your return, including supporting documentation to claim deductions and credits.

Pick one or two financial wellness goals and work on them at your pace. Soon you’ll develop confidence in your ability to achieve the financial success you’ve always wanted.