With same-sex marriage legal in all 50 states, LGBT couples should look at financial issues such as estate planning and employer benefits.» Read More
The rubber's hitting the road for baby boomers nearing retirement, who must convert nest eggs into a stream of income they won't outlive.
Taking the time to rebalance your portfolio will ensure that your investment goals are still on track as life events occur.
Americans will change bad spending and saving habits only when financial literacy efforts start to leverage big data and digital tools.
Financial education programs abound for current and former military service members. How well they work is another story.
Americans are eligible for Social Security benefits from age 62, but most financial planners advise delaying claims to maximize payouts.
Investors sell at the worst time and wait too long to get back into stocks. The 'market top' and 'going to cash' calls aren't a strategy.
As geopolitical and economic crises threaten to roil markets, now might be the time to devise a plan to handle any potential market selloff.
Rather than maximizing potential returns through big chunks of stocks in their portfolios, young investors are taking a cautious approach.
Accelerating deductions, harvesting losses and timing investment income can help taxpayers lower the 2014 tax bite from Uncle Sam.
In order to attract business from the country's fastest-growing demographic, advisors need to speak to millennials in their own language.
Regular reallocation of portfolio savings among asset classes is not only wise but critical to managing risk, say financial advisors.
Thanks to rising home prices, a better credit environment and low interest-rate yields, now is a great time to refinance a home mortgage.
Women want skilled financial advisors, but they also demand transparency, reliability, understandability, sensitivity and thoughtfulness.
Many investors believe adhering to the so-called 4 percent rule will guarantee retirement income, but that's not necessarily true anymore.
Ed Butowsky, managing partner at Chapwood Investments, gives his take on the increasing popularity of alternative asset strategies.
Advisors say a crucial step in providing for future care of a special needs child is ensuring enough money goes into a special needs trust.
American kids today are not getting a basic financial education, so parents might consider a fiscal, but fun, bootcamp next summer.
Think stock market is a casino, a Ponzi scheme and it's best to stay out? That cynicism is costing you a lot, says a financial advisor.
Asset size, number of heirs, life events, tax law and even the economic climate can impact how you should craft your estate plan.
Years of record-breaking market highs have led investors to forget that accepting risk is inherent in any long-term investment strategy.
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With same-sex marriage legal in all 50 states, LGBT couples must look at financial issues such as estate planning.
Advisor Richard Coppa says investors should weigh the risks and rewards of alternatives before allocating funds.
Many say the current regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate.