Donor Advised Funds (DAFs) are easy to establish, flexible, and private—and it can relieve you from the pressure of having to make too many individual giving decisions before year end.

Tax reform is front and center in Washington. Tax writers are expected to release details of corporate and individual tax plans in a few weeks and start House and Senate debate.

While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.

With three interest rate hikes expected for this year, it was not surprising that the Federal Open Market Committee voted to raise rates in its June meeting. More uncertain, however, are the expectations for additional hikes later this year and into 2018. The Fed...

When families take the time to talk about long-term plans, it gives everyone the opportunity to make sure things are up to date. Missing or outdated beneficiary designations can steer...