The real edge in wealth management doesn’t come from trying to outsmart markets, but from coordinating sound advice and ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...

Future income taxes are upcoming tax costs or savings due to discrepancies between financial statements and tax returns.

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

An individual contacted me with concerns about his self-directed IRA. Several years ago, he invested his IRA in an LLC that acquires and renovates aging mobile home parks. Over time, the portfolio ...

Financial advisors have two contradictory fiduciary duties. The first is to diversify and rebalance client portfolios, which means selling winners when they get too big. The second is to minimize ...

Money pros on the personal finance lessons they missed early on ...

Corporate tax policy doesn't usually drive day-to-day portfolio decisions. But for business-owning clients, it can meaningfully shape everything from entity choice to where future growth makes the ...

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries directly, while separate estate taxes may apply before assets are distributed.

As we move into 2026, that analogy becomes more fitting than ever. The attorneys who excel in this environment are those who ...

Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of ...