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The government encourages saving for a college education by providing tax advantages through college savings plans. The world of these plans is a complicated one,

Tax and economic reforms are on the President’s agenda for 2015 as he seeks to close what he terms “unfair loopholes that are only available

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

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

Mom and Dad may be entitled to more money or discounts than you think. Experts let us in on a few resources most people overlook.

It took Jennifer Kaylin 13 months, reams of paperwork and untold hours on hold to get the Title 19 benefits — Medicaid funds for people