Individual Wealth

A soft power tries to be less of a soft touch.

A new charitable giving opportunity to discuss with your clients.

If clients have the stomach to stick it out, this is an opportunity to take short-term lemons and make them into long-term gifting lemonade. 

The policy death benefit often doesn’t stay in force automatically; you have to ask for it.

The founder of Trian Fund Management also discusses activist investing and the economy.

Despite the TikTok trend, you don’t have only two choices about money in your 20s — either be super-frugal or YOLO. In reality, you can do both.

Check that documents received from a charity acknowledging a donation include key information.