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If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?

Inflation can have a detrimental effect on retirement savings. However, there are several approaches you can take to protect your retirement from inflation. Here's how.

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.