Learn how to make 529 plan contributions as a gift, understand the gift tax rules, and explore how to contribute efficiently ...

A financial plan starts with one question: What do you hope to achieve? Think broadly as you create your family financial plan, considering the near and far future and things that may not seem related ...

The French writer Antoine de Saint-Exupéry once wrote, "A goal without a plan is just a wish." He wasn't referring to investing goals when he penned this, but he could have been. Having financial ...

If the idea of developing a retirement income plan that doesn’t hinge on Social Security makes you a little nervous, don’t worry. According to experts, Social Security was never intended to be the ...

If “raise more money” is on your roadmap, here’s how to translate it from a placeholder into a funded strategy.