If you make significant gifts to your children or someone else's children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts to your children, there are a number of things to consider.

If you are launching a new venture, you may wonder whether it's necessary to open a dedicated bank account for your business.

Buying a home is a long-term commitment, so it's not surprising that older Americans are much more likely than younger people to own their homes "free and clear".

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets.

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see how well you understand some of the finer points.

Here are some reasons why you might consider converting your term life insurance to permanent life insurance.

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds. Of course, like all investments, REITs also have risks and downsides.

For many workers, a dedicated home office became more important than ever in 2020, though not everyone will get a tax break for having one.

Having a plan to guard your financial wellness throughout your working years can help you avoid putting your retirement at risk.

If you took advantage of the CARES Act early distributions, here’s what you need to know for tax filing.

Tax filing season is upon us. Here are dates to know and other key information.

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies.

Market losses on the front end of retirement could have an outsize effect on the income you receive from your portfolio by reducing the assets available to pursue growth when the market recovers.

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2021.

Low interest rates generally favor certain estate planning strategies and may have a detrimental effect on others.

5 tips to help you focus and enhance your retirement savings strategy in 2021.

When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money.

If there is one thing the COVID-19 stay-at-home orders demonstrated, it was the need to find joy in simple pleasures.

Here are some things to consider as you weigh potential tax moves before the end of the year.

Many people intend to retire in the place they call home, where they have established families and friendships. But for others, the end of a career brings the freedom to choose a new lifestyle in a different part of the country — or the opportunity to preserve more wealth and protect it from taxes.