From dividends to maturity dates, test your knowledge of financial terminology and practices with these 5 questions.» Read More
Finding the right advisor can get complicated. Manisha Thakor of Buckingham and the BAM Alliance shares five questions to vet candidates.
Americans leave tens of thousands on the table by claiming Social Security benefits at the wrong time, but financial advisors can help.
Sharon Epperson discusses a retirement game plan for athletes and Gen Y fans with Mike and Ryan Alfred, founders of BrightScope.
Big-ticket purchases can sabotage the best-laid financial plans of middle-class Americans, so consult an advisor before splurging.
As interest grows in alternative investments, are rare coins and stamps good bets for investors who might not be avid collectors?
Older job seekers don't have it easy, facing hurdles—from pay cuts to ageism—that make finding and keeping work difficult.
Vet prospective financial advisors by asking six questions, covering everything from how they're compensated to how they invest.
Torn between 529 college plans and their own 401(k) retirement accounts, parents can save for both needs with some creative thinking.
Financial advisors recommend couples discuss financial matters—from debts and budgeting to goals and estate plans—before tying the knot.
Alternative investments, now widely available, can be confusing, but advisors can help cautious investors find the right fit.
Stocks and bonds are still strong, so many financial advisors plan to counsel clients to stay the course with asset allocation in 2015.
For financially stressed Gen Xers, advisor Tim Maurer offers four maxims to help 30- and 40-somethings find security and happiness.
Failing to take advantage of all your available tax breaks now gives you a lighter wallet—and Uncle Sam an undeserved bonus.
Possible market corrections and rising rates are fueling a push into alternative investments but advisors say investors should be cautious.
Advisors recommend you reassess your financial plan after every major life event to ensure you are shielded from financial curveballs.
Brian Hamburger of MarketCounsel points to the parts of the SEC's Form ADV that can help consumers choose the right financial advisor.
More Americans are working past the average retirement age, either by necessity or by choice—or, increasingly, a combination of both.
Mexico's image as an emerging-market star has taken a pounding in recent weeks but here's why investors shouldn't give up, says UBS's Jorge Mariscal.
Contrary to negative stereotypes, millennials are a caring, savvy generation to which advisors would be wise to tailor marketing efforts.
Looking to avoid taxes on Roth IRA conversions? Choose a "backdoor" Roth or wait for a life event to lower your tax bracket.
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From dividends to maturity dates, test your knowledge of financial terminology and practices with these 5 questions.
Socially responsible investing has caught on and accounts for nearly one-fifth of the money under professional management.
The key to any good Social Security strategy is figuring out how to time claims to maximize the size of your benefit.