A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?

You may be waiting as long as possible to take your Social Security benefits, but is that actually your best option? Here's what research you should be doing to find out.

Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.