Wealth advisers know that clients with high net worth typically look to them for guidance on charitable giving. That’s why these professionals often start conversations about philanthropy — especially ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

Donors to charity are often high-net-worth individuals and families who have worked hard to accumulate their wealth and have used financial, tax and legal advisors to grow and protect their assets.

When a latte in Manhattan can cost close to a lunch in San Antonio, for any customer, the concept of how expensive something is, and how much it should cost, can get murky. For many lawyers and ...

Sometimes the help you need doesn't fit in one of the pre-recorded number dial options, and speaking with a human on the other line is really what you need. With Best Buy's Black Friday in July sale ...

The holiday shopping season has unofficially started, with early deals rolling in from many retailers already, including Home ...

Lawyers have historically stayed mum about the value of their work and the resources needed to perform it. But if they want to move away from the billable hour, that's going to have to change. When a ...