Retirees who start tapping nest eggs during a bear market will come up short, but taking steps now to ensure a resilient portfolio can help.» Read More
Whether for financial gain or fun, baby boomers are embarking on second careers that can bring in both money and, often, fulfillment.
The Internal Revenue Service expanded dollar limitations for some pension plans based on cost-of-living adjustments.
Having left advisor relationships to their husbands for years, many women opt to find a new financial planner once widowed.
With same-sex marriage now legal in 5 new states, gay couples must decide whether getting married will benefit or hurt them financially.
With 70 percent of newly wealthy people going broke within a year, advisors caution clients to manage new money wisely—with their help.
The competitiveness of your local economy and quality of its real estate market impact your wealth and your investment portfolio.
Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.
Despite being well educated, earning more money and controlling more wealth, many women fail to adequately plan and save for retirement.
Half of Gen Xers and a third of baby boomers support kids and elderly parents, putting their own budgets and retirement plans in peril.
Divorce negotiations can quickly turn sour without sound legal and financial advice regarding the splitting or liquidation of assets.
The gap is growing between Americans' life insurance coverage and the amount they say they need. Here's how to tell if you have enough.
Financial advisors are doubling as lifestyle transition specialists to help long-lived clients maximize wealth and happiness in retirement.
Parents of special needs kids should draft trusts and select caregivers and beneficiaries carefully, with expert help.
Of the 150 largest U.S. cities WalletHub ranked, here are the 5 best—and 5 worst—places for a college grad to move in search of a career.
Military families need to be extra smart when it comes to financial planning, such as securing benefits long before departing the service.
Between student-loan debt and coming of age during the financial crisis, millennials have a big problem with their retirement planning.
From social networking profiles to online bank accounts, it is essential to plan what will happen to your virtual life once you are gone.
Married same-sex couples are recognized by the federal government and some states, but couples still must watch for pitfalls.
Whether you win a lottery or get picked in the NFL draft, careful planning is required to avoid going bankrupt, as do most suddenly rich.
A primer on credit scores, which determine consumer access to money in the form of interest rates, savings and access to jobs and housing.
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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.
Investors buying a mutual fund in a taxable account by year-end can get stuck paying taxes on gains they didn't earn.
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.