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 ...

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 — ...

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 ...

A talented hacker might be able to easily crack the password for your bank account – especially if it falls under the easy-to-guess formula of your first name and last initial. However, if you have ...

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.

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 ...

Learn what a cash management account is and the benefits it offers Dejan Marjanovic / Getty Images Chances are that you’ve encountered cash management account (CMA) offers from your online broker or ...

Custodial accounts allow you to manage assets on behalf of a minor until they reach adulthood so that you can provide a structured approach to financial planning for their future. You may want to save ...

Zack Fenech is a professional finance writer from Toronto. He is passionate about demystifying complex finance topics and making them digestible and easy to follow for the average Canadian. Zack has ...