Tis the season for giving and receiving, as well as for high-pressure television ads that force you to search frantically for the button on the remote control. But sometimes, paying attention to those special offers available for a limited time...

The next time one of your clients is passing out cigars to celebrate the birth of a baby, tell him that if he wants to educate that bouncing bundle of joy at an in-state public school, he should begin saving at least $300 per month right away. And...

Some advisors say they feel unprepared and uncomfortable talking about charitable giving with clients. But those with experience say it’s both easy and rewarding.

Horton Foote's Dividing the Estate, a play about family interdependence, love, hate and estate planning, had a limited run, Sept. 27 to Oct. 28, to critical acclaim in New York City. The producers are hoping to bring it back in the spring. If it's...

The barriers to going independent are shrinking. Don’t believe it? Check out Mraz, Amerine & Hirschler & Associates, a new RIA in Modesto, Calif., a firm launched by three wirehouse advisors who left Morgan Stanley earlier this month with ...

How’s Billy’s 529-plan coming? More gloomy news for parents is good news for financial advisors: Tuition continues to rise at an inflation-topping rate, according to the annual survey by the non-profit organization College Board.

Many users of the popular tenant-in-common (TIC) investment vehicle in commercial real estate are hoping they have the stamina to withstand a double blow