The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning.

When it’s time to retire and enjoy the fruits of growing their business, owners are often surprised by how tough it is to ...

Here's how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the ...

Arguably, the best option to achieve both is a no-penalty CD. As its name implies, you can store your money away, as ...

The June CPI report shows that inflation is accelerating, but at a pace that's in line with economists' expectations. The ...

Buffett just invested $15 billion in oil and gas, and you can leverage the same strategy in your IRA to potentially generate ...

Want to retire in the UK? You'll need to do plenty of planning, but the benefits of living in a diverse country near the rest ...

The BLS has changed how it measures the inflationary data that determines whether Social Security benefits will get a Cost-of ...

Are you a parent? The so-called ‘One Big Beautiful Bill’ (OBBB) impacts several key tax incentives that can affect your ...

Once your divorce is settled, don't waste time. You've got to tie up some important loose ends or risk losing money and ...

For dependable income, consider using a bucket strategy and annuities in tandem to promote structure, flexibility and peace ...

Strategies include adding riders to life insurance for younger individuals and considering hybrid or traditional long-term ...