How prepared are your kids to tackle lifestage financial decisions, such as buying a first home? Most parents are concerned about setting a good financial example for their kids, but fewer than half actually talk about money at home.

“Early to bed and early to rise makes a man healthy wealthy and wise.” In 1739, “Poor Richard” published this simple axiom in his annual Almanac to remind readers about the vital role that good health habits played in building wealth. In the two centuries since then, a host of research studies have confirmed what “Richard” and the rest of us have suspected...

You love where you live. But you've always had an idea of what your perfect dream home would be. So, what if you were on a leisurely Sunday drive next weekend and unexpectedly found that your dream home just went on the market? Would you be ready to snatch it up?

A 529 plan is an investment vehicle created to help pay for the rising cost of college tuition. Currently, 35 states offer 529 college savings plans or pre-paid tuition plans. Contributions to a 529 plan are considered gifts for tax purposes. These plans allow for a 2016 annual exclusion gift of up to $14,000 per year per beneficiary ($28,000 for couples filing jointly) on an after-tax basis while allowing for tax-free growth of those assets as long as the assets are used...

It’s difficult to match the intensity and excitement of graduating from college and setting out on life’s journey. Personal finance certainly doesn’t hold a candle to it, but careful planning can help smooth the way for those just starting out after college.

Trillions of dollars of wealth are going to be passed from one generation to the next in the coming years, yet clients worry about preparing their children to take on the responsibilities of wealth. Talking to kids about money is a good place to start. Read more to find out how to get the conversation started. Parents want tips on how to educate their children to be financially savvy. It’s never too early to start talking about money but the ideal time to bring up more complex wealth discussions is when children are in their 20s, about to set out on their own. Download the article and start your conversation.

Building wealth over the long term takes hard work and careful planning. But wealth creators often need help to teach their children how to use money responsibly...

As Thanksgiving approaches, many families and friends will come together to give thanks for the blessings in their lives. It is often a time to consider those who are less fortunate. Whether you want to help the homeless, cure diseases, support education or give to another cause you feel passionately about, the holiday season is a wonderful time for families to discuss how charitable gifts can be used to create a legacy that aligns with your values.