Without the right protection in place, even the most well-crafted retirement plan can unravel. Insurance isn’t just about managing risk; it’s about protecting the life you’ve worked so hard to build.

Investing is more than just a financial activity—it is a mindset, a discipline, and a long-term commitment to building wealth ...

Alexandra Armstrong, one of the first individuals to obtain a CFP certification, still remembers walking into Ameriprise more than 25 years ago and asking for a $10 million donation. Armstrong, now 81 ...

Hopefully, when and how you take your Social Security benefits is not driven solely on emotion. I often hear people say they are taking benefits as early as they can because they earned them, and ...

Have a question about foundations? Ask the authors. They might answer it in the next installment of their monthly column on running effective foundations. As more and more foundations seek to increase ...

When a foundation is initially created, its governing documents are a creature of circumstance—usually, there is some tax or charitable impulse that is driving the creation of the foundation. The ...