As co-captain of the track team and starting wide receiver for the football team, Van Pearcy lived the proverbial young athlete's dream when he went to college at the University of Notre Dame, where he majored in economics

Like many recent college graduates, in his early 20s, Andrew Koerner threw a backpack over his shoulder and explored the world for six and a half months. His wife of 20 years, who is from the Dominican Republic, made a similar trip

Fay and Robert DeBellis decided when they were married in 1996 that they wanted charitable giving to be a component of their joint financial plan

John Ledford is one of the new breed of philanthropists, in that he loans money directly to poor people in emerging-market countries. Lending entrepreneurs money may not sound so philanthropic, but it actually is in developing countries where...

Roger Green considers his profession an ongoing community service project, educating the citizens of Duluth and surrounding communities in order to help them better plan for their futures

Linda Fitz is well known in the financial services community as co-founder of Kochis Fitz, created in 1991. (The firm then merged with Quintile in 2008 to create Aspiriant, based in San Francisco.)

In the current environment, it might make more sense for your clients to take Social Security payments sooner rather than later

In early 2006, Jack Schecter was diagnosed with a rare form of lymphoma. Perhaps finally diagnosed would be a more apt description

Todd Butson is cursed. Anytime someone asks for a volunteer or help, I have to step up to the job