A necessary yet often overlooked step in the planning process is the recording of assumptions; those insights and expectations upon which the plan will be constructed. Sometimes referred to as ...

Retirement is a big question mark for most people. Even with planning, there will be some gray areas and opportunities for making assumptions about what to expect or how far your money will go. One of ...

The best plans and intentions can be led astray by misconceptions based on erroneous assumptions, especially with philanthropic succession planning. Often, senior or same generation family members don ...

Two essential elements of a sound plan are assumptions (predictions about issues that are likely to impact our business) and contingencies (what we plan to do if unforeseen disruptions require a ...

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Rather than reacting to short-term economic headlines, this piece emphasizes the importance of maintaining disciplined, long-term assumptions that are tailored to each client's circumstances. By ...