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What happens when a taxpayer disagrees with the Internal Revenue Service (IRS)? Some people think that the matter ends there: the IRS always wins, right?

Developing a financially sustainable plan for retirement can be one of life’s most stressful processes. Those considering retirement need time to look at the many

Fifty-four percent of Americans planned on making a financial resolution for 2015. According to a new poll by GOBankingRates, as reported in the Las Vegas

The estate tax is one of the most complex parts of the tax laws, drawing a lot of controversy among Americans. Even as opponents label

A mother who just turned 75 wants to downsize from her four-bedroom house. Her husband passed away six years ago, and she owns her home

Adult children who become caregivers often pay a steep price. According to a 2011 MetLife study, women older than 50 who leave the workforce early

When the glittery ball fell in Times Square on New Year’s Eve, it brought a roar from the revelers — and more quietly, good news

Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this

The Pew Research Center reports that four in ten American adults have at least one step-relative, defined as a stepparent, a step-or-half sibling or a

Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips

Since 529 college savings plans were introduced in 1996, a growing number of parents and grandparents have taken advantage of the opportunity to salt away

An advisor team for a multi-generation family business was reviewing some estate planning documents and discovered that the fourth generation (at the time, children and