The alliance will give advisors at the top-ranked independent access to the fintech provider's estate planning capabilities.

UrbanToronto's UTPro relaunch features real-time data, enhanced mapping tools, and expanded coverage for GTHA real estate ...

The good news is that you’ve probably already done a little bit of estate planning—you just may not be aware of it. It's ...

The most important part of money management today is what will happen in retirement, as Americans’ post-retirement lifestyle ...

"There are two options for your estate. Either you can decide where you want it to go, or you can let the state you live in ...

Estate planning can get complicated quickly ... Finding a financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, ...

From AI to local marketing, voice search to video, we look ahead to the digital marketing trends that will have an impact on ...

Like many advisers, Daugs encourages clients to designate a "trusted contact" - and to do so before they experience a health issue. Having one or more such contacts on file enables a financial planner ...

The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains ...

The federal estate tax exemption will increase to an historically high $13,999,000 in 2025, but it is then scheduled to drop ...

Discover how life insurance serves as a vital component of holistic financial planning, offering protection, wealth-building, ...