Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many families choose to donate. The charitable giving tax deduction they received in the past was a...

After the financial crisis, and throughout the COVID-19 pandemic, Americans examined how and why they invest. Many investors that had their entire wealth tied to the stock market proved to be more destructive than having alternative investments not correlated to stock...

COVID-19 has brought to the forefront the importance of financial stability.  In fact, the lack of financial security has a direct impact on our psyche as well as our pocketbooks.  We know that women have been hit harder than their male counterparts during the...

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans. We've outlined five key...

Single parents are faced with the pressure of supporting an entire household on their own—which can often make paying for college seem like an insurmountable goal. Fortunately, there are several different ways for single parents to save, invest, and pay for their...

As your retirement draws closer, you will probably start to have lots of questions such as: How much Social Security will I receive? When should I retire? How will I know when to retire? Do I have enough saved? What will I need to do to maintain health insurance after...