Philanthropy

Here's how to make the most of high-net-worth clients' charitable nature.

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax

Taxpayers won’t get big federal write-off above state credit.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

This year’s Pro Bono Award goes to Amy Born, who gives one-on-one advice to Habitat for Humanity homeowners.

Didi Dorsett, 2018 Pro Bono Award runner-up, uses analytical skills she learned in the military to offer financial advice at no cost.

The new executive will lead the development of the private bank’s philanthropy and family governance services.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

Both are structured to last a long time — sometimes forever. But beware of one-size-fits-all approaches.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.

2017 was a banner year for RIAs, but marketing, hiring and operations are seen as key to future growth, according to a Schwab study.

The best time to get hired to manage a billionaire’s money is while your firm is helping to create that fortune.

Members of Gen X and millennials seem to work harder to put their money where their mouths are.

Clients should not only check the fees, but also compare their after-tax returns.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.