Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. As the year draws to a close, many of us use the slower pace of the holidays ...

We are rapidly approaching the end of 2025. This time of year is crucial for year-round financial planning because decisions made now, before December 31st, can directly impact your tax bill and your ...

Year-end checklist highlights charitable giving strategies, portfolio rebalancing after market gains, and 529 college savings plans. Mesirow's Jennifer Gartenberg shares actionable tips to maximize ...

We’re more than halfway through 2025. You might be looking at your financial goals and feeling a little off target. Or maybe, you’re feeling completely lost. It’s not too late to change course. Chloe ...

With just a few weeks left in 2025, now is the time to get your finances in order for the New Year. But money management can be difficult if you don't know where to start. Tim Stearns is the Owner and ...

Featured on WGN Radio’s “Home Sweet Home Chicago” on Dec. 20, 2025: Tim Stearns, owner and president of TJ Stearns Financial Planning & Benefits, joins David Hochberg to discuss a year-end financial ...