For many of us, December rushes by in a blur of holiday merrymaking and gift-giving, end-of-year invoicing and accounting, and hasty planning for the year ahead. In the rush, the thoughtful year-end ...

Forbes contributors publish independent expert analyses and insights. Lorraine K. Lee helps professionals go from overlooked to unforgettable at work. This voice experience is generated by AI. Learn ...

You may conduct a year-end review in your business to help you understand what worked, what didn’t, and how to improve. However, when was the last time you conducted a similar review for yourself and ...

As 2025 comes to an end, advisors have a chance to help clients take proactive steps that can improve their tax situation and reinforce their long-term financial plans. Year-end is an ideal time to ...