The principles of investing can be applied when your financial management conversations turn toward philanthropy. ...

Volunteers who contribute their time certainly aren’t motivated by tax breaks. Many probably don’t even know they’re entitled to deduct the unreimbursed expenses they incur in helping charitable organizations...

Wells Fargo recently released its annual Middle Class Retirement Study, in which 20 percent of respondents said they would rather die early than not have enough money to live comfortably in retirement. The study includes other grim stats like 19 ...

A will and estate plan specifies the distribution of assets; more complex succession planning may include trusts and other structures to be passed to subsequent generations.  But what about memories, ideas about mistakes to be avoided after...

One term, several meanings