Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.

A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, ...

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a ...

Simply put, just as no two people experience life the same way, no two people experience money the same way. Life experiences ...

Here are some common financial mistakes to avoid during a divorce: ...

Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading ...

Kevin Connolly, an Irish financial management specialist, discusses the common issues family farms face that require a blend of financial acumen, long-term planning, and adaptability ...

Johnson Financial Group is ready to help build personalized plans that will provide clarity on lifestyle goals, mitigate ...

Here are five ways financial professionals can advise clients to take a strategic approach to their healthcare costs today to ...

Master the basic skills of money management and take an active role in planning and decision-making. Be a budgeting whiz. It ...

Without a financial plan, your budgeting, saving, investing, tax, insurance protection and retirement planning just float ...

More and more of us want to use our money to create family wealth, not just personal wealth. Almost 70 of us expect to support our ...