Want to pass on lasting wealth? Teach your kids these 7 expert-backed money lessons to build financial skills that outlive ...

Bill Gates announced that he now plans to distribute 99% of his wealth, around $200 billion, within the next 20 years before ...

A high-profile critique of elite philanthropy overlooks the real reason people give—and how estate and tax planning can align ...

First things first: if you don’t have a will, your assets could end up being distributed according to your state’s intestacy ...

While they can't replace human advisers, AI-based tools can take some of the guesswork out of financial tasks — from ...

“People tend to give a little to everyone that calls and that’s great,” Kastan noted. “But it’s not maximizing your impact. A ...

Whether clients choose to give specific sums to charities during life or at death, charitable giving allows individuals to ...

Expert advice to help you build a monthly giving program that delivers, from setting up the systems and tools you’ll need to ...

Have you received the gift of financial advice? In celebration of Mother’s Day, some of HawaiiUSA’s financial coaches share ...

Independence St. has been helping clients plan for a successful financial future for nearly 15 years. “What are you giving up for Lent this year? Don’t give us up! We get the most money back ...

However, as insurers are withdrawing from California due to the increased risk wildfire claims, the FAIR Plan’s exposure has grown significantly in scope resulting in serious financial challenges.