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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.

Having enough resources to stop working at some point is on most people's 2015 financial planning agenda. Still, most Americans have not taken the time

As we put the finishing touches on 2014, many of us will start setting goals for the New Year. When it comes to tax matters,

Betsy Fisher and her two brothers inherited their parents' vacation cottage on Michigan's Big Glen Lake 12 years ago after their father died. They love

Retirement planning can be extremely difficult as individuals are tasked with planning for an uncertain time period. In many ways, retirement planning is like trying

For recent retirees, adjusting to life on a fixed income can be particularly difficult at holiday time. Are you obligated to continue inviting a lot

When you mention "gifting" what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is gifting assets to

So what is the No. 1 thing Americans need to do to find success with their money in 2015? They should be looking ahead to

In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80

The number of singles is steadily growing. In 1970, slightly more than a third of Americans age 15 and older were single, according to the

Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance