For Industry Insight and Fresh Life Perspective

When giving gifts to our children or grandchildren, we often default to the latest toys or gadgets.

On Giving Tuesday—the day after Cyber Monday—millions of people across the world focus their attention on giving back.

As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your financial future.

Starting and running a business may be exciting and challenging. If you’re a woman and a business owner, you may face some obstacles, but there are many ways to gain a competitive edge.

Like other sectors, philanthropy experiences trends that shape giving. These trends positively impact broader societal goals that many high-net-worth (HNW) philanthropists strive toward.

Military families often face challenges. Planning for the future is no exception. One important thing to think about is long-term care.

October is Long-Term Care Planning Month, a time to reflect on the importance of preparing for future health needs. For women, this planning takes on special significance.

Divorce is never easy, but it is important that estate planning continues to take precedence before and after a divorce.

One of the most important decisions we make in our lives is how we plan to manage our money.

Small businesses have new reasons to consider the value of financial planning in working towards their business goals.