Delaying Social Security Can Add Up Determining when to collect Social Security benefits may be one of the most significant retirement...

Many U.S. investors are understandably reluctant to invest in international companies. But I think they are missing an important...

A Scandinavian study has found that high morale is linked to longer life in the elderly. The study found that older people who have...

When faced with setbacks and challenges, we’ve all received the well-meaning advice to “stay positive.” The greater the challenge, the...

An April 2013 survey of Fidelity Charitable® donors displayed a striking near unanimity of opinion on the importance that parents place...

What could be more daunting than trying to teach the concept of philanthropy to a bunch of 5 year olds? Having to go after the parents...

Financial advisers of wealthy families say that an effective way to teach successive generations to be financially and socially...

Almost any IRA owner will tell you that the year in which he or she turns 70 ½ is the most critical year of the IRA lifecycle—the...

One of the most challenging issues for a solo practitioner of a wealth management firm is managing the numerous tasks that must be...

MICHELLE PERRY HIGGINS: You don’t need to walk on eggshells or feel it is not your place to bring this subject up. I often see people...

Unlike many other best books lists, the co-founder of Microsoft Corp. MSFT, +0.03% isn’t restricting himself to those published this...

The question of the day: How much do you really need to know in order to be a successful investor? Throughout North America, it’s the...

I’m often asked, especially as the holiday gift-giving season approaches, which books I recommend for investors. I haven’t kept exact...

After you read Warren Buffett’s latest letter to shareholders, he’s got two other reading recommendations. “Where Are the Customers’...

Paying down debts and saving money for the future have always been a struggle for many. There are many guides and articles all over the...

Five tax-efficient strategies for 2015 Bill Cass, February 4, 2015 With tax reform proposals from the White House and the new Congress...

If you are lucky to earn more money than you need each month, there was probably a time when you could have used some advice about how...

I often teach about happiness and what has become exceedingly clear is this: There are seven qualities chronically unhappy people have...

While nobody seriously expects the Republican-controlled House of Representatives to eliminate the federal inheritance tax in the next 18...

No parent wants to knowingly raise a spoiled child. Yet in a world where money is a taboo subject, there is remarkably little guidance...