Estate planning isn’t just about transferring assets—it’s about preserving your legacy, protecting your family, and ensuring ...

Major efforts are underway to plan for Trump killing the party’s main online giving platform, even as the committees rush to ...

“People tend to give a little to everyone that calls and that’s great,” Kastan noted. “But it’s not maximizing your impact. A good advisor can help you figure out what your philanthropic passions are ...

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to ...

The California Student Aid Commission, which runs the state's financial aid system, has launched a partnership with the state ...

This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

The Carson Group's chief strategy officer talked about moving AI from the back to the front office, keeping the humans in the ...

The Trump administration is also studying financial incentives for Greenlanders, including the possibility of replacing the ...

Setting up automatic bill payments from a credit card or bank account can “reduce the likelihood of missing a bill and it going to collections, which could result in penalties and interest,” says ...

Kelsey Wilson is a financial advisor in LA who works with clients who invest $500,000 or more. Wilson emphasizes long-term planning and staying calm during market volatility. He urges his clients ...