Fact checked by Vikki Velasquez Key Takeaways Baby boomers are set to pass on approximately $84 trillion in wealth to heirs by 2045, greatly impacting personal finances and the economy.Wills, trusts, ...

Most people stuff their old bank statements in a drawer or toss them in the trash without a second thought. They see those ...

The holiday season is upon us. Black Friday deals are already being released (with each year deals seeming to start earlier ...

With "affordability" now the watchword in Washington and polling showing broad disillusionment with President Donald Trump's tariffs, the White House is scrambling to rebrand its import taxes as a ...

Parents who want to help a child financially often worry that generosity will trigger a tax bill. The rules are more flexible ...

With a short time left before 2025 comes to a close, year-end tax planning is all-important. Here are some areas to focus on.

These strategies, backed by behavioral finance, can help you find presents that your loved ones will truly enjoy.

Below are key federal caselaw developments from 2025 with practical implications for private wealth clients, along with planning insights ...

With the budget impasse resolved, federal agencies are back to work and government employees have returned to their posts. The Internal ...

Ahmedabad and GIFT City are emerging as global hubs for tax and audit outsourcing, attracting Fortune 500 companies and even ...

Gold has always symbolized wealth, security and permanence — qualities making it an attractive asset for high-net-worth families seeking to ...

Imagine your child is getting married and you want to help pay for their wedding. You’ve been saving for years and now have ...