Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.

Sending your child off to college for the first time can be a hectic – not to mention, emotional – time for everyone involved. But as you work with your student to check off lists for new clothes, dorm furnishings, study supplies, and computer and smart-phone accessories, don’t forget to add a few legal and financial “must haves” too.

What’s the best charitable giving strategy to pursue while awaiting the outcome of proposed tax law changes in Washington? The methods, charities, and assets you choose can affect your tax deduction.

With the Equifax breach still making headlines, it can feel like no personal or financial information is completely safe and secure. If big corporations can get hacked, is there any hope for the rest of us in our private lives?

As every CFO and business owner will attest, steady, predictable cash flow is the fuel for running a successful, growing business. Despite its importance, study after study has found inadequate cash forecasting and management to be among the leading causes of business failure.

The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.

Business E-mail Compromise, or BEC, is a sophisticated fraud scheme in which fraudsters compromise a legitimate e-mail address through social engineering or computer intrusion, and then use this e-mail to conduct unauthorized transfers.