Americans working overseas remain subject to U.S. tax law and may face restrictions on investment and access to credit at home and abroad.» Read More
Advisors at the 2015 TD Ameritrade conference remain upbeat about the U.S. market despite recent volatility and say clients should be, too.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
Paying the alternative minimum tax is now unavoidable for many wage earners in high-tax states, but some strategies can make it bearable.
Many worry about market risk, but young investors saving for retirement can relax, say advisors. Near-retirees, however, should be careful.
CNBC's Financial Advisor Council weighs in on the impact of possible rising interest rates on investors, at the 2015 TD Ameritrade confab.
As more boomers regard retirement as a stepping stone to a new profession, a dilemma has arisen: When to cut bait to pursue a passion.
Compliance costs, competition from "robo-advisors' and tempering clients' taste for risk are challenges for many advisors this year.
Exchange-traded funds are booming, but advisors caution clients to weigh the pluses and minuses before abandoning mutual funds for ETFs.
Traditional financial advisors see automated online competition as a threat, but the robo-advisor paradigm can benefit planners and clients.
A TD Ameritrade study shows potentially well-off millennials are neglected by advisors focused on older, currently wealthy clients.
Although pricey, long-term care insurance policies can help defray the sky-high costs of medical care for many elderly patients.
A survey of the new CNBC Financial Advisor Council finds members bullish on emerging markets as a good way to ride out market volatility.
Financial advisors are being particularly aggressive about managing their clients' income-tax liability.
Divorce rates rise each January, and money matters play a large role, but these 4 tips and the help of an advisor can ensure wedded bliss.
Worried clients keep financial advisors on their toes with questions about topics, from asset allocation to long-term health-care insurance.
The Super Bowl stocks indicator has fascinated investors since 1978. Bob Johnson, president of The American College, dissects the theory.
Comfort with stock market volatility is called risk tolerance, and when it comes to investing, it matters more than you think.
Financial advisors can find themselves steering clients away from odd investment ideas, from strip club start-ups to marijuana farms.
Online wealth management services bring financial advice to the masses, but retirement planning still requires an advisor's human touch.
You may still be sorting out last year's tax return, but it's a good time to think about minimizing the tax hit to your wallet in 2015.
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Americans working abroad are subject to U.S. taxes and may face restrictions on investment or credit at home and abroad.
Common mistakes made in retirement plans include pulling money out of bear markets and not spending wisely once retired.
Faced with a rise in online fraud, more advisors are instituting cybersecurity protocols to ensure clients' account integrity.