Top-earning Americans should be prepared for audit levels they haven’t seen in decades.

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.

Marriage unlocks a way for partners to stay on track for retirement should one person's employment situation change.

Like any financial windfall, the jumbo Mega Millions prize will be subject to taxes.

According to a recent study, the more a personality corresponds to these characteristics, the wealthier the entrepreneur.

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.