Nobody likes doing homework for the IRS, but the handy “cheat sheet” in this article can make the assignment easier for tax returns involving equity comp and stock sales.

Too many people get wills, trusts, powers of attorney and healthcare directives drawn up and then fail to sign them. Here’s how to get past that.

Discusses the Criminal Complaint in U.S. v. Rotta, S.D.Fla. Case No. 24-MJ-2479 (March 8, 2024),

I am going to break down my cash flow management system that I have personally used and recommended to my clients for the last 12 years.

This points to one big problem with energy: The winners very often take from the losers, which is why energy index funds tend to underperform.

A recent study into expat happiness around the world saw one geographically-blessed, culture-rich European haven dominate the rankings.