Here are 10 top portable opportunities that can produce income fast and deliver the flexibility to take that income overseas. » Read More
By: Sarah O'Brien
With financial services a prime target for cyberattacks, many advisors say electronic safety of data and assets should be a priority. » Read More
By: Andrew Osterland
Reverse mortgages can help seniors stay in their homes and cut expenses and are more flexible than mortgages or home-equity loans. » Read More
By: Brad Sherman, president of Sherman Wealth Management
A smart value investor buys low, then waits for the "herd" to catch up. Unfortunately, most investors tend to do the exact opposite. » Read More
What might Trump's policy proposals mean for markets and the economy going forward? Questions outnumber answers, but here are a few guesses.
Parents who help kids pay for college to the detriment of their own retirement savings may be trading one financial problem for another.
President-elect Donald Trump has proposed the largest tax cuts since Ronald Reagan, which could save the average taxpayer $1,000 a year.
The greatest risk to your clients' account information is on the inside. Identify your vulnerabilities and safeguard your systems.
From comic books and coins to wine and racehorses, investors are turning their private passions into profits.
Donald Trump advisor Anthony Scaramucci does not speak for "real" financial advisors when he compares the new DOL fiduciary rule to slavery.
There are ways to shore up Social Security but none will garner either candidate more votes, so I'd be surprised to see them addressed.
Your Social Security income won't go up by much in 2017, yet your expenses probably will. Here's what it means for your cash flow.
The way you save for retirement is about to change, as new rules for IRAs and financial advisors take effect. Find out what's coming.
Despite warnings and news coverage, phone scammers continue to run very successful "businesses" posing as Internal Revenue Service agents.
Believe it or not, the person you hired to care for your loved ones is considered an employee. With that comes a responsibility to the IRS.
If you want to reduce your 2016 tax bill, most of the available strategies must be deployed before the calendar flips to 2017.
There are some lessons to extract from the financial behavior of the wealthy. All of them have certain habits whereby they save money.
While no one likes to talk about death, creating a financial plan can avoid years of financial distress for the loved ones left behind.
Many people approaching retirement or who are already retired have misunderstandings or misconceptions about Social Security.
Lackluster portfolio performance is a top reason investors switch financial advisors, along with poor communication and bad advice.
Cost, ease and efficiency are driving investment assets into passively managed exchange-traded funds from actively managed alternatives.
Emotional investing is not safe, so during this election, successful investors account for goals, time horizons and risk comfort levels.
Money you've spent on your kids can now be directed elsewhere. What you do from here can have a dramatic impact on your financial future.
Arbitration against Merrill Lynch highlights a potential hazard for other banks selling structured product investments.
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Here's 10 portable opportunities that can produce income fast and deliver the flexibility to take that income overseas.
Most 401(k) plans allow account holders to borrow from their balances. Two financial experts debate 401(k) loans.
Before you dole out money to support your adult children, make sure you are financially prepared for retirement.