Whether passing down millions of dollars or something as simple as a family property, creating a trust is often an essential part of the estate planning process. Besides keeping control over your ...

How many financial accounts do you really need? With the proliferation of online banking and investment apps, it’s almost effortless to pick up a new account and end up with money all over the place — ...

A Report of Foreign Bank and Financial Accounts must be filed by a U.S person with financial interests in or authority over certain foreign accounts. If you’re a U.S. citizen living abroad, it ...

A new year often brings renewed motivation to improve finances and regain a sense of control. Before setting goals or making ...

In her book “Crush Your Money Goals,” financial coach and self-made millionaire Bernadette Joy writes that the first step toward achieving financial freedom is to “curate” your financial accounts.

A talented hacker might be able to easily crack the password for your bank account – especially if it falls under the easy-to-guess formula of your first name and last initial. However, if you have ...

Built-in budgeting tools help automatically track and categorize spending without needing separate budgeting apps. Ally Bank’s “buckets” feature allows both spending categorization and savings goal ...

Hilarey Gould has over a decade of journalism experience, with expertise in editing, content strategy, social media, and more. She is currently a full-time Senior Editorial Director of financial ...

As time passes, you may need extra help managing your finances. You can appoint a financial caregiver to help, but before authorizing someone to this role, consider the type of help you might need and ...