Advisors recommend you reassess your financial plan after every major life event to ensure you are shielded from financial curveballs.» Read More
Contrary to negative stereotypes, millennials are a caring, savvy generation to which advisors would be wise to tailor marketing efforts.
Looking to avoid taxes on Roth IRA conversions? Choose a "backdoor" Roth or wait for a life event to lower your tax bracket.
A Milken Institute retirement report finds the top 10 cities in which to age successfully lie outside the expected Sun Belt states.
As an individual investor, you should be armed with information: Do you know the difference between a fiduciary and a suitability standard?
The end of the year is a good time to review estate plans, particularly if you've had a change-in-life circumstance in the past 12 months.
Investors adding liquid alternatives to portfolios must know that research, moderation and patience are key to success in this asset class.
Succession planning for financial advisors is essential because it's about protecting and ensuring that clients' needs are properly met.
Many people insure belongings but neglect to protect against a loss of their greatest asset—income—with disability insurance coverage.
As ex-Yankee Jorge Posada sues his financial advisors for fraud, advisor Ed Butowsky says far too many athletes lack financial literacy.
HighTower's Elliot Weissbluth and David Pottruck say robo-advisors may introduce additional investors to financial-planning services.
As many as 3 million boomers plan to retire abroad. Sharon Epperson interviews Michael Ward of USForex on the hidden costs they can expect.
Followers of the "early retirement extreme" movement scrimp, save and invest to achieve the seemingly impossible: retirement by age 40.
Teaching children responsible financial habits takes a lot of planning and a little bit of faith but leads to great rewards for all.
Include insurance coverage on your financial planning checklist. All too often, this safety net protecting assets gets short shrift.
The decision to file as early as possible for Social Security benefits will cost many Americans hundreds of thousands of retirement dollars.
Millennial women are more educated, wealthy and independent than their elders, so advisors would be wise to roll out the red carpet.
Many young tech executives give up a fat paycheck to risk it all for start-up success. And they don't live to regret it.
Financial advisor Stacy Francis advocates a "triple defense" against taxes: deferring income and upping both deductions and investments.
Millennials, people ages 18 to 35, are educated and digitally savvy, but bad timing means they will get shortchanged in retirement.
More Americans are working into their retirement. But many seek meaningful work, not just financial gain.
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Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
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The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.
Advisors recommend you reassess your financial plan after major life events to ensure you are shielded from financial curveballs.
MarketCounsel's Brian Hamburger points to the parts of the SEC's Form ADV that help consumers find a financial advisor.
More Americans are working past retirement age, either by necessity or choice—or, increasingly, a combination of both.