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Make sure your debit card is set up to tackle the challenges of holiday travel and shopping.

The sandwich generation faces a unique set of circumstances that can make financial planning tricky. We offer some tips.

One of the most effective estate-tax-saving techniques is also one of the simplest and most convenient: making maximum use of the annual gift tax exclusion.

Pitfalls abound when creating and maintaining an estate plan. Here are four to be especially aware of.

Without an advance health care directive, your estate plan is incomplete.

There are many things to think about when planning for your retirement. Make sure accounting for inflation is one of them.

A letter of instruction can offer peace of mind to your family members during a time of emotional turmoil. But what should you address in your letter?