They may not be the most desirable client segment now, but advisors must find ways to capture the loyalty of Gen X and Gen Y investors.» Read More
Rising interest rates will impact consumer finances beyond bond portfolios, affecting credit card bills, mortgage refinancing, auto loans and more.
Scammers are exploiting fears over the Heartbleed bug, so purported security fixes might be ploys to get consumer financial information.
A lack of insurance literacy could result in a costly surprise when it comes time to make a claim. Here are some common oversights to be aware of.
Estate-planning blunders, from not signing health-care directives to leaving living trusts unfunded, are common—even among the fiscally prudent.
Some investors collect classic or antique toys for fun and profit; while toys can yield returns, the trick is knowing what you're doing.
Advisors say clients weren't interested in the April 9 release of Fed meetings minutes but still care about the Fed's impact on monetary policy.
With higher interest rates looming, investors are about to get schooled in the difference between investing in individual bonds vs. bond funds.
A victim of financial elder abuse, actor Mickey Rooney died at 93 with just $18,000 in the bank. A look at how to combat this national epidemic.
In early stages of grief, the newly widowed should seek emotional support and take stock of basic finances but postpone larger money matters.
New legislation will ease the bite of the AMT for many, but nearly 4 million Americans will still pay upward of $6,600 in extra taxes for 2013.
Given a bond market selloff in 2013 and a likely rise in interest rates, financial advisors caution clients to keep bonds without getting complacent.
Motivated by mental stimulation or money, more Americans over age 65 are keeping one foot in the workforce after they leave their full-time careers.
Despite financial advisors' efforts to educate clients about bonds, not everyone understands the asset class or how it fits into portfolios.
With health-care costs a major concern in retirement, financial advisors can help clients understand Medicare coverage and anticipate expenses.
Financial companies are churning out endless studies about millennials and money, but here's the truth: There's more confusion than consensus.
It won't be long before today's high school seniors become tomorrow's poor undergrads. Here are some extreme funding measures to help pay for college.
Changing jobs can be one of the most stressful things in life but that stress can be reduced with careful preparation, diligence and a good attitude.
With the repeal of DOMA and more states legalizing same-sex marriage, gay and lesbian couples should review their financial relationship.
Human capital can be volatile, with people in steady careers being more bondlike and those in riskier professions acting like stocks.
Despite a likely rise in interest rates, investors are rotating back to bonds amid a recent uptick in equity-market volatility.
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Founder and CEO of Financially Wise Women, an investment advisory specialized in helping women and couples meet financial goals.
Richard Coppa is managing director of Wealth Health, advising high-net-worth executives and business owners.
Mark Cortazzo is senior partner and founder of MACRO Consulting Group.
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They may not be the most desirable client segment now, but advisors need to win over Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for deals. Here are eight mistakes that homebuyers need to avoid.
It's time for members of Gen X, renegades and loners, to start looking to financial experts for help with their investments.