Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

It's never on anyone's to-do list to carefully look at all the statements they're receiving. Most tax filers either hand those documents over to a professional or, if they are do-it-yourselfers, ...

Six affordable housing projects in Eugene and Springfield are getting federal funds or local tax exemptions to help get off ...

Learn how to write a will without a lawyer and ensure your assets are distributed as you wish.

Filing your taxes for the first time? Here’s everything you need to know, including the necessary forms, how to report your income, your filing status, and your filing options.

Decisions come at you fast when you have stock compensation. Year-start, before tax season begins, is a great time to make a ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

Getting married and having a family entails a slew of financial decisions and money talks. A financial planner shares what ...

Reentering the workforce after having officially retired from it can raise a host of financial planning questions, especially for individuals whose main motivation for “unretiring” is economic.

Recommended steps include gathering important documents, having an updated list of contacts, and setting aside cash, all kept ...

The first step in small business risk management is figuring out what risks the business might face. Risks come in many forms ...

Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with ...