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 ...

Joint bank accounts can simplify money management for couples, families and partners—here’s what to know before opening one ...

When a new client comes to me, I often see a critical detail that was missed in their estate planning: proper account titling. As a senior wealth advisor who specializes in helping high-net-worth ...

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 ...

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.

Most Americans feel their bank accounts aren’t keeping up with inflation, a new survey finds, fresh evidence that savers who seek high interest rates may not be looking hard enough. In a survey ...

Kelly is a former editor for CNET Money covering banking. She has over 10 years of experience in personal finance and previously wrote for CBS MoneyWatch covering banking, investing, insurance and ...