Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.» Read More
A retirement formula devised in the 1990s doesn't seem to hold up in an environment of low-yielding bond, volatile stock markets and inconsistent returns.
Should you take 3% from your retirement each year? 4%? More? It depends on how much your savings will earn, how long you live, and changing inflation, so start calculating now.
Hobbled by student loan debt and a weak job market, many young adults wonder if they'll ever be comfortable enough financially to have kids.
The Supreme Court’s ruling on gay marriage isn’t just an emotional victory for same-sex spouses. It’s a practical one that will usher in a sea change and prompt lawsuits.
A new report portrays Generation X as the most direly affected by the retirement savings crisis, and suggests their spending habits are to blame.
Prenuptial agreements are common among the financial elite. Divorce settlements can be astronomical. But in some cases, prenups may make sense for the 99 percent.
Google is your best friend when it comes to catching a financial advisor with dreams of pulling off a Ponzi scheme before they make off with your money.
You don't have to be Rupert Murdoch or his wife, Wendi Deng, to know that divorce can require as much preparation as a military campaign.
More upbeat about their prospects, Boomers are reshaping traditional notions of how the golden years should be lived.
If the only time you hear your advisor's voice is on their answering machine, or they're unresponsive to email, find someone else who makes time for you.
The recent turmoil in the bond markets and performance dip in higher-risk bond funds is a chance for investors to reevaluate their investment approach with their financial advisor.
Despite a proliferation of games and apps, and efforts by schools to teach the subject, financial literacy declined between 2009 and 2012, a survey shows.
Figuring out a relatively smooth and peaceful way to leave wealth to future generations is very tricky business for wealthy families, and often leads to a blood feud.
Couples can avoid financial headaches and relationship heartaches by having a frank discussion of their individual finances long before approaching the altar.
Do you really need to start saving for your child’s college education at birth? Yes, and there are right ways to plan ahead, way ahead.
From blogging to YouTube, financial advisors are finding that social media innovation is helping them build their brands and win client assets.
Web-based portfolio-management tools combine powerful analytics with flat fees. But is that enough to move private investors online?
Millennials are inheriting wealth at a greater rate than the two previous generations. The good news is they may be better suited to it than their parents or grandparents.
Wealth managers go where the money is, and the technology capital is flooded with the next crop of the newly rich.
From social video to niche social networks, financial advisors are hunting for prospects in the digital world.
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Control and certainty about asset transfers make trusts an attractive option for family businesses.
Naming the wrong people on the beneficiary form or failing to update financial documents can create a real mess for your heirs.
Use of a psychologist can help business owners better align employee actions and attitudes with company operations.