The National Retail Federation (NRF) and Proper Insights & Analytics recently released a survey detailing back-to-school spending for the 2019 school year. The survey looks at how American families plan to shop for clothing, supplies, and other items for the school year.

When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one.

Does your portfolio include long-term highly appreciated stock? It just may be the best asset to donate.

A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about.

Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.

The relationship between oil prices and economic growth has become more complicated in recent years. Conflict in the Persian Gulf has spurred modest oil price volatility in recent weeks, but prices didn't spike to high levels seen during some past conflicts.

Initial public offerings (IPOs) often attract media and investor attention, especially when familiar brands become broadly available to investors for the first time. New Dimensional research reveals some of the access and performance challenges that IPO investors face.

There are many ways to give to charity. The chart below can help you decide which one is right for you.

When it comes to transitioning into retirement, timing really is everything. The age at which you retire can have an enormous impact on your overall retirement income situation, so you'll want to make sure you've considered your decision from every angle. 

Large-scale data breaches are in the news again, but that's hardly surprising. Breaches have become more frequent — a byproduct of living in an increasingly digital world.

The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when they file their 2019 tax returns next year.

What is the Purpose of Financial Planning? Jaycee Smalley discusses why a Financial Planner is a crucial partner in your financial future.

How are key trends in philanthropy actually impacting individual donors?

From financial considerations, safety, health care, and planning for the unexpected, reduce the inevitable stress that accompanies traveling by preparing yourself as thoroughly as possible.

Watch a recording of our webinar: Mid-Year Market Review & Factor Evaluations

What effect would a wage increase have on wage earners, families, employers, and the economy? The Congressional Budget Office released a new report that examined the impact of raising the federal minimum wage and how this would affect employment and family income.

One of the important decisions a business owner must face is when and how to step out of the business–in other words, business succession planning.

The second quarter was full of ups and downs for stocks as investors had plenty to worry about.

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined.

How much should I save? When can I retire? What kind of lifestyle can I afford? We can help you create a comprehensive retirement plan on the RightCapital platform.