Asset size, number of heirs, life events, tax law and even the economic climate can impact how you should craft your estate plan.» Read More
Top-rated financial advisor Ric Edelman lists 15 investment products and strategies that he would never recommend to his clients.
With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.
Most investing education focuses on how to buy stocks rather than how to sell them, but the decision about when and why to sell is critical.
Confronted by a growing income gap, depleted savings and high debt, Gen X faces big financial hurdles. Six ways to get them back on track.
There are many college-savings options worth considering, so compare and choose the plan that makes sense for your financial situation.
Those who do not consider themselves wealthy still can benefit from a financial planner, USA Today reports.
Helping millennials learn the benefits of compounding can be personally rewarding—and will help you establish a future client base.
Studies show women are less confident about money than men, so advisors are helping them bridge the still-wide financial literacy gap.
The San Francisco 49ers have taken the unusual step of creating their own investment program for players with robo-advisor firm Wealthfront.
When it comes to making retirement planning and related investment issues a high priority, we are truly a nation of procrastinators.
While many financial advisors help clients set up 529 savings plans, some work with families through the entire college app process.
Whether for privacy or prudency, many benefactors and heirs turn to advisors for help in crafting airtight trusts for inheritances.
Now, as the economy hums along and the market rises, is a good time to guard your portfolio against the volatility that can strike at any time.
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.
Home sales are surging, and summer is a big season for real estate deals. Here are eight mistakes first-time homebuyers need to avoid.
It is time for members of Generation X, renegades and loners, to start looking to financial experts for help with their investments.
Women, more likely to end up widowed, must contend with how to manage a portfolio for one. Interference from the grave can get in the way.
When financial advisors are direct and honest with clients about finances, it can be a growth opportunity for all concerned.
Savvy investors need to question which assets should be held in their retirement account and which ones should not.
Investors need to understand that the higher-interest-rate territory can be treacherous and calls for some careful financial planning.
Asset size, number of heirs, life events, tax law and even the economic climate can impact how you should craft your estate plan.
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 this into their plans.
Inside the market's biggest sectors with a look at the trends, companies and trades netting profits for investors.
Profiles of philanthropists and entrepreneurs who are addressing huge global challenges—from climate change to hunger.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.