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Passing Generational Wealth: 7 Ways To Make Sure Your Assets Go Where You Want

Planning for the future can feel like a daunting task, especially when it comes to where your money should go. You want to ensure your loved ones will be taken care of long after you're gone, but.

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Dear Penny: I don't think my brother is handling mom's estate fairly. Help!

These processes are overly complex, and our legal and financial systems aren’t good at guiding people through them.

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The Great Wealth Transfer: How Baby Boomers Are Passing on Fortunes to Heirs

The baby boomers capitalized on an unprecedented 40-year rally in stock and housing prices. Now, those babies are bequeathing on an equally epic level. I'm a Financial Advisor Who Works With Wealthy.

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Hurricane Valley residents mingle with city council candidates at meet-and-greet

Hurricane Valley residents mingle with city council candidates at meet-and-greet
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