Kelsey Wilson has clients who invest $500,000 or more. He's telling everyone, regardless of their amount invested, not to ...

Childfree people who don't want to pass on wealth can afford to spend more and make the most of their lives, personal finance ...

Discover how to create a lasting financial legacy by teaching your children the value of money and responsible financial ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

A shoestring budget is challenging, but it can transform your financial life. Learn how to operate on a tight budget and the ways it affects your financial health.

The future is bright for financial planning students at Texas A&M University, said the CEO of Certified Financial Planning Board of Standards.

With a record-breaking $124 trillion in wealth projected to transfer over the next few decades, charitable giving is poised to play a pivotal role in financial planning. As donors increasingly ...

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.