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Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

Summer is kicking into gear, be sure to plan accordingly!

Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.

Second jobs or personal businesses, often called side hustles, side gigs or side businesses, are a growing trend. While side gigs may be secondary to your primary employment, many factors go into making them successful.

Helping children grow into independent adults requires mastery of important life skills, such as cooking and time management. A vital skill often overlooked is money management.

It pays to talk about money and your individual approach to finances with your partner before it can become an issue.

A recent wealth transfer survey conducted by RBC Wealth Management found that the key to a successful wealth transition to the next generation includes communication, heir preparedness and alignment of family values around the purpose of wealth.

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.