Copilot Notebooks are the future ...

Julie Young is an experienced financial writer and editor. She specializes in financial analysis in capital planning and investment management. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an ...

Since our founding in 2000, we've produced tens of thousands of marketing resources. (So many that even our editors have a hard time keeping up!) That's why we've set up our resource page so you can ...

Let's talk about that graveyard of old phones you've got stashed in a kitchen drawer. Instead of letting them collect dust until they're literal ancient artifacts, it's time to put one of those bricks ...

Planning and Documentation: Maintain detailed inventories of digital assets, secure private keys, and include explicit trust provisions granting fiduciaries authority under RUFADAA. Fiduciary ...

Budgeting apps, many of which are cost-free for the basic version, track outgoing spend and make it easier to identify where cutbacks can be made. So whether you’re attempting to budget for the first ...

The role of digital executors is essential for managing online assets, reflecting the challenges posed by digital estates in modern estate planning. Legal frameworks like RUFADAA aid fiduciaries in ...

As audit committees get down to business, they face risks related to technology but also can empower their organizations to use technology as a tool to fight fraud.