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

Explore the intricacies of crafting a small business financial plan, from setting clear objectives and forecasting revenue to ...

Choose between a detailed traditional business plan or a lean startup version that prioritizes flexibility. A strong business ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...

Long-term care isn't typically covered by traditional insurance or Medicare. Traditional tax-deferred accounts are good receptacles for long-term-care costs. Home equity can be a solution to help ...

There are many financial professionals who call themselves financial planners. Everyone from insurance salespeople, investment brokers and managers or CPAs who dabble with planning call themselves ...

Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...