A new joint report released earlier this month by the Federal Home Loan Bank of Indianapolis and Black Onyx Management  found ...

Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.2%, an increase from the ...

On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...

While possible new taxes - such as the taxation of wealth and inheritance - are occupying the coalition negotiators from the ...

My wife and I decided to retire and give our children the family business and a house each, but they declined.

With the interspousal and intergenerational wealth transfer beginning, advisors have to be on top of estate planning concerns ...

“We give money, we don’t take it,” the former president told The Los Angeles Times in 1989 — though his record of charitable donations speaks for itself. While Carter had not publicly stated where his ...

The goal is to add items to the mule’s back – ropes, axes, spades, a frying pan, a bedroll – without making it buck. As you ...

While dithering over chocolates in Harrods Food Halls, a sales assistant told me slimmed-down versions of the usual 200gram ...

One of the most successful and celebrated stock pickers of all time, Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) founder ...

In the extravagant world of celebrity culture, some surprising British stars are opting for modest living, choosing simple ...

I'm inheriting my elderly parents’ $680K portfolio managed by an adviser with a 1.75% fee. Should I fire him? Not only have ...