It’s never too late to consider, enhance, or create a lasting legacy, writes financial adviser John Graham.

Scams and financial fraud in many forms have been on the rise in recent years, particularly targeting older adults, say financial industry experts.

Simple Wealth LLC was founded in 2010 by Chuck Potter and his son, Josh Potter.

For some retirees, seeking how to limit tax implications of taking required minimum distributions from their savings, a qualified charitable distribution might be the solution, writes attorney and wealth planner Beau Ruff.

Loran Graham Co. has experienced significant growth of its managed assets and volume of clients since the company's founding in 2008, due to a growing acceptance of faith-based investing.

For some people transitioning savings to retirement income, being too conservative with investments won’t have the intended effect of protecting principal over the long term, writes retirement income specialist Michael Maehl.

Dozens of small business owners have received loans from Canopy Credit Union through the Credit Building Pilot Program.

While the accounting industry faces an employee-pipeline crisis, Kemper Rojas, managing partner at Fruci & Associates PS, says the Spokane-based accounting firm has been engaging strategies focused on talent retention and recruitment. 

U.S. community bank sales to credit unions have reached a record high of 19 acquisitions announced nationwide from Jan. 1 to Oct. 25, but the trend is of concern to some bankers who are calling on more federal oversight of the transactions.