Tax planning is not everyone’s—or maybe anyone’s—favorite thing to do. But I would argue that when it comes to long-term wealth accumulation, tax planning and tax mitigation strategies are right up there with generating income during working years and earning compounding investment returns over long stretches of time.

The cost of attending a four-year college in the United States is high, but the financial benefit of a bachelor’s degree arguably outweighs the cost. Fortunately, families have several options to prepare for the financial cost of higher education, and many of them offer tax breaks and benefits that are worth taking advantage of.

The holiday season means getting to spend more time with family and loved ones. Holidays also offer a time for reflection, and sometimes can inspire its spirit of giving. It’s a time to be grateful for what we have, while also looking for ways to help those around us. This post explores giving strategies.

‘Financial planning’ is often viewed within the framework of investments and investment decision-making, but the reality is that good planning should address multiple touchpoints in a person’s financial life. We detail four of them in this post.