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This ‘5 Wishes’ booklet gives you a way to control something very important: How you get treated if you get seriously ill.

Estate planning attorney Squillace talks to ThinkAdvisor about how wealthy clients can minimize taxes through charitable giving, loss harvesting and other strategies.

Some public employees may not be eligible for survivor benefits.

What older baby boomers wish they had done differently in retirement planning.

Unfortunately, no buzzer goes off when you’re doing something that’s going to harm your long-term financial goals.

For a couple of years now, a number of entrepreneurs have been racing to solve the same problem…

Lynne and Tim Martin are breaking all the rules of retirement.

While higher tax rates have increased high-net-worth clients’ interest in charitable remainder trusts (CRTs), increasing the lettering that goes with CRTs also may increase the planning possibilities.

List of 7 Excellent Movies With A Dementia Theme

Advisor and DFA proponent Eric Nelson puts the tactical genius of Jeremy Grantham under the microscope and finds it does no better than a balanced index fund.