When setting up a special needs trust for a loved one, it's important to consider costs, type of trust and choice of trustee and caretaker. » Read More
With many people living 30 years after retiring, ensuring you don't outlive your nest egg requires self-introspection and number-crunching.
Incomplete gift non-grantor trusts can shift tax exposure out of high-tax states to those with no state income tax.
Financial advisors are playing catch-up with technology offerings to attract the 71 percent of millennials who don't use their services.
A 401(k) plan is a wonderful savings vehicle, but many are plagued with huge commissions, high expense ratios and extra, hidden fees.
Certified financial planner Tim Maurer of Buckingham and the BAM Alliance debunks 10 of the most common myths about 401(k) plans.
It's important to research how to pay for potentially high long-term care costs to avoid depleting your retirement funds.
Having a plan to determine giving throughout the year can help avoid headaches at year-end and maximize the impact of donations.
With baby boomers warming to reverse mortgages, regulators are debuting rules that shore up the government-backed loan program.
Advisors seeking safety set sights on liquid alternatives funds, an emerging investing category in the $300 billion alternatives space.
Given high health costs in retirement, some workers are better off saving via workplace health savings accounts rather than 401(k) plans.
ETFs have become a linchpin for advisors, with many relying almost entirely on them when putting together client portfolios.
Special-needs trusts in estate plans help parents pass on assets to a disabled child without jeopardizing government benefits.
Recency bias, the tendency to think trends recently observed will continue, can lead investors to make poor decisions on long-term goals.
Too many employees hold on to restricted stock units after they vest—and fall into the trap of concentration risk.
Many consider municipal bonds a safe bet, but it's key to understand the different types of munis and the ability of an issuer to pay.
A look at five infamous family financial feuds where notables were either accused of gold digging or suffered scam attempts themselves.
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The Wells Fargo scandal is unique among bank chicanery in one very important way — especially for financial advisors.
Like golf, personal finance can be an elusive challenge for many people, but it doesn't have to be. Here are a few guidelines.
People who enroll in workplace 401(k) plans probably misunderstand key aspects of such savings vehicles, say advisors.