Disruptive trends are accelerating. To see if any of your stock holdings are at risk, you need to ask yourself this one important question. » Read More
Financial advisor Stacy Francis says it's a huge challenge to try to convince women clients that they need to know more about their money.
A new fiduciary standard for financial advisors regarding retirement accounts is expected to be finalized soon.
The 401(k) is Americans' main means to save for retirement, but most don't know how to gauge whether a plan is good, putting savings at risk.
Financial advisor Stacy Francis offers a three-step approach to getting your budget in order to avoid a holiday spending hangover.
Save on taxes this year by employing these savvy tactics, from harvesting investment losses to donating to charities, by Dec. 31.
Should allocations freeze at the retirement date, get more conservative, or is there a more customized solution? Experts weigh in.
With the average college student owing nearly $30,000, it behooves borrowers to get educated on the ins and outs of student loans.
As baby boomers enter retirement, history's greatest wealth transfer is under way, with $30 trillion to be passed on to Gen X and Y heirs.
The newly launched myRA retirement plan will prove to be a bloated bureaucratic mess, predicts financial advisor Scott Hanson.
Ten money-saving, tax-wise tips for 2015, from socking away as much tax-free cash as you can to doling it out where it'll do the most good.
Entrepreneurs can use a "rollover as a business start-up," or ROBS, to fund their start-up businesses from their retirement accounts.
Ron Carson of Carson Wealth Management Group cautions investors to track down how, and how much, they're paying their financial advisors.
Advisors differ on their use, but qualified longevity annuity contracts (QLACs) can help investors hedge against outliving their savings.
If you didn't go to cash in August, good for you, but now it's harder to argue against seniors selling stocks, says a financial advisor.
Ask five questions of your advisor annually to get what you need: satisfaction with your progress or an action plan to make changes.
High-growth frontier markets — smaller emerging economies around the world — can offer the high risk and returns some investors are seeking.
As the economy improves, so does the senior migration rate, the percentage of Americans 55 and up who make local and long-distance moves.
Avoid being misled by myths that cloud the difficult job of preparing for and living in a financially comfortable retirement.
Congress has decided to end two popular Social Security claiming strategies, known as File-and-Suspend and Restricted Application.
Direct participation programs, or DPPs, grew from more than $6 billion in funds raised to more than $21 billion between 2009 and 2014.
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Disruptive trends are accelerating. To see if any of your stock holdings are at risk, ask yourself this one important question.
If remarrying, update your estate plan to ensure your spouse and heirs have clear guidelines on your inheritance wishes.
Advisors are playing catch-up with tech offerings to attract the 71 percent of millennials who don't use their services.