Financial Expert: Here’s the Smartest Way Boomers Can Give Kids Tax-Free Money

Financial expert Lance Morgan reveals why $19,000 is the magic number for boomers helping their kids financially. Here's how ...

What You Need to Know Before Making Financial Gifts

I was recently corresponding with an 88-year-old reader who had decided to hire a financial advisor. After years of ...
The Free Financial Advisor

Charity Strategy: 9 Giving Moves That Bring Tax Benefits Many People Ignore

Understanding the nuances of charitable giving doesn’t require a finance degree—just some savvy planning and a willingness to think creatively. Let’s dig into nine giving moves that can transform both ...

I picked up this gift-giving hack from an ex, and it guarantees the most thoughtful presents

I became a better gift-giver after changing one small habit. Here's how I find thoughtful, personal gifts without the ...