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A list of things to consider as you think about year-end charitable donations With its family traditions and festive celebrations, the holiday season is the

Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money

Countdown to the sunset of the 2017 Tax Cuts and Jobs Act has started As 2026 approaches, the financial and legal communities are abuzz with

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature

Planning for the future needs of an aging parent can often be a sensitive and delicate task for adult children to undertake. Baby boomers who

Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth. Over the next few decades, many Boomers may transfer

When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t make it past the third