Susan Reavis — the former owner, consultant and board of directors treasurer at Reems Creek Nursery — shares the importance ...

During more than two decades in financial services, including the past three months, spent as CEO of Simplybiz, I’ve had the ...

In my work with agricultural families, I’m seeing a growing and difficult reality: many farms and ranches today don’t have a successor within the family. While this absence can simplify parts of ...

Eric Roberge and his wife, both financial advisors, changed their minds about having a baby but made five money moves first.

Any estate planning you do should align with your family's values. They were the guiding light I needed when I did our family ...

There are major gaps between retiring advisers and their successors—gaps that threaten firm continuity and long-term growth.

As Baby Boomers retire, architecture firms face major ownership shifts. Learn how new models and planning can shape the future of the profession.

Choosing the right person to manage the assets you leave behind can be just as important as selecting who will inherit your ...