AI-powered client screening helps estate planners filter risky prospects and conduct due diligence before asset transfers ...

Billion Real Estate Holdings LLC of Sioux Falls is the new listed owner of about 150 acres of property near Mantrap Lake in Minnesota. The property was part of the ...

One child’s portfolio will have an additional five years of growth.” ...

I have named my daughter as the recipient and beneficiary on all my accounts, including my pension insurance policy and any Social Security benefits. I completely trust her, as she is an intelligent ...

Here’s how to give wisely.

Thoughtful tax advisers are always wary of planning approaches that seem “too good to be true.” Making such a determination can be difficult, because ...

If you’ve ever forgotten to cash in your credit-card reward points, you’re not alone. Of the more than $40 billion in rewards U.S. cardholders earned in 2022, over $33 billion went unclaimed, ...

The news isn't much better when it comes to student-loan debt. According to the Education Data Initiative, the average federal-loan balance per borrower has more than doubled since 2007, increasing ...

Chow, K. (2025) Financial Intelligence: A Crucial Pillar of National Security. Modern Economy, 16, 2032-2043. doi: 10.4236/me.2025.1612094 .

Financial charitable donations are mutually beneficial for both the donor and the recipient, especially at the end of the year when nonprofit organizations are often low on funds.

Discover what strategic buyers are, explore their benefits and pitfalls, and learn from real-world examples of strategic acquisitions in this comprehensive guide.