You can now roll your 401(k) assets into your company's pension plan and the Pension Benefit Guaranty Corp. will guarantee the portion you roll over.» Read More
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.
Americans say medical costs in retirement are their biggest financial concern, yet most have not factored those expenses into their plans.
Complex benefits plan options from employers can leave workers unsure of how to choose. How do you know you are making the best decision?
Whether for financial gain or fun, baby boomers are embarking on second careers that can bring in both money and, often, fulfillment.
Popular for maximizing after-tax returns, harvesting losses to offset capital gains also comes with some pretty sizable downside risks.
A great number of investments, many falling into the "alternative" category, simply don't deserve your attention—or dollars.
Some advisors help their socially conscious clients build financial security, while avoiding investments that conflict with their values.
Philanthropy is a way for high-net-worth families to not only get tax deductions but to foster communication and engage the next generation.
The Internal Revenue Service expanded dollar limitations for some pension plans based on cost-of-living adjustments.
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A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.
Whether you're young and just getting started investing or moving closer to retirement, factoring in age will keep you ahead of the game.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
Senior editor at large Jim Pavia discusses options strategies with Carson Wealth research director Brett Carson.
Growth in target-date funds and robo-advisors has led many to believe there's no point in paying for help.
Some advisors say you should consider building a 401(k) portfolio that provides an individualized investment approach.