How can you make things easier on them later in life?

Worldwide, the number of people aged 60 and older is growing.By 2050, this demographic will be more than twice as large as it was in 2015.¹ 

Some of these...

Not all gifts are taxable.

I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his...

The hows and whys of charity in America.

According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history...

Expect volatility, but avoid letting the headlines alter your plans.

Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. 

As...