Philanthropy

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

When it comes to planning, hitting financial goals is only part of the story.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

The robo advisor adds a longstanding tax strategy to its offerings.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Become a go-to source for philanthropic clients, and your practice could grow.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

"Know your audience" is more than a mantra, it's key for planners looking to specialize.

Five ways to build a successful charitable planning practice.