All parents want a better future for their children. That’s why you're probably thinking about ways to save up for your ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

PHOENIX, AZ – Arizona Treasurer Kimberly Yee honored 15 Arizona kindergarten through sixth grade students as winners of the ...

The ABLE Plan empowers individuals with disabilities in the U.S. to save for future needs without risking essential public ...

The SECURE Act 2.0 gave 529 plan holders a way to rollover up to $35,000 in funds to a Roth IRA - it's a convenient release valve for education savers and here's how it works. The post 529 to Roth IRA ...

J.P. Morgan Asset Management today launched the 12th edition of its annual College Planning Essentials. This comprehensive ...

In our ongoing series to see how generative AI responds to technical financial questions, we recently posed a relatively ...

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

An ABLE account can improve quality of life for individuals with a disability — it permits tax-free saving for ongoing ...

Generational wealth -- the various financial assets that are passed down through families to children, grandchildren and ...

If you've invested in a traditional IRA, you probably took time to read the fine print before signing your name on the dotted ...