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 — ...

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 ...

Plaid, which provides the technology that lets you swiftly connect your bank account to thousands of fintech products, is making the onboarding process even simpler. A new product called Plaid Layer ...

Over time, numerous people have depended on a single bank account for all their monetary requirements, often without much thought. However, upon examining their financial health, some discover that ...

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 ...

Technology is becoming more integrated into daily life, and mobile banking apps are proof of that. Your bank’s app may offer advanced personal finance hubs, providing insights into spending habits, ...

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 ...

Pure Financial is a fee-only firm offering free assessments and access to credentialed advisors. But initial financial plans ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. FBAR obligations are confusing. They are due the same date as ...