June 26 marks 1 year since the Supreme Court deemed same-sex marriages legal across the United States. Here are some tax and estate planning tips to help celebrate that anniversary.
Consumers tend to think of investment professionals when they think of money management, but there’s more to managing your personal wealth than putting together an investment strategy aligned with your life goals and financial needs.
So-called “robo-advisers” that can provide investment advice with low AUM fees and low account minimums.
Everybody ought to have an estate plan, but if you have no spouse, it is particularly important to put your wishes in writing.
End the year by ensuring that your loved ones can find your logins, passwords and other vital information.
When it comes to giving financial gifts, fairness doesn’t necessarily mean giving equally.
When the family gets together for the holiday, it’s a good time to make plans.
Estate planning is evolving rapidly in the digital age. Learn how to solidify your legacy.
It’s better to come to grips with an eventuality by looking at the basics of estate and life planning.
Learn why telling your adult children about your finances and how much they are likely to get when you die is a good idea.