Advisors often see clients' wealth later squandered by children, but parents can in fact protect their legacy from irresponsible heirs.» Read More
Financial advisors can help engaged couples make financial planning, from savings strategies to insurance policies, a priority before the wedding day.
Investors need to take time to choose the right a financial advisor. After all, this person will influence your long-term financial security.
Financial advisor Cathy Curtis cautions first-time homebuyers to thoroughly analyze savings, earnings and costs before making a first down payment.
A sound financial plan makes sense for anyone looking to fund a child's college education, plan for retirement or to buy a dream home.
Expert investors are embracing financial advisors for counterarguments and best returns.
According to the latest quarterly filings, only 24 companies in the S&P 500 reported having zero debt on their balance sheets. Which S&P 500 companies are debt free and cash rich? Click ahead to find out.
If millennials don't break out of this frugal state of mind, the trend could create challenges for the stock market and retail spending.
Many invest for higher-education via 529 plans, but Roth IRAs also offer distinct, tax-free advantages as college savings investment vehicles.
Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.
Financial education is key to retirement-planning today, as the savings burden increasingly shifts from employers to individuals, Sheryl Garrett says.
For investors, the key to remember is that common financial mistakes are usually avoidable. A comprehensive financial plan can help avoid pitfalls.
Ignoring health-care costs can destroy a retirement plan. Retirees must plan ahead to budget for likely health-care expenses in retirement.
Millennials, the next generation of investors, have trust issues. They want to do business with firms that treat them fairly and with respect.
While there are pros and cons to annuities, some experts say they have their place because they act as insurance policies that protect retirees.
Stay-at-home spouses and their working partners must take advantage of their various options as they create a retirement plan. Here's some advice.
Google is your best friend when it comes to catching a financial advisor with dreams of pulling off a Ponzi scheme before they make off with your money.
Prenuptial agreements are common among the financial elite. Divorce settlements can be astronomical. But in some cases, prenups may make sense for the 99 percent.
More upbeat about their prospects, Boomers are reshaping traditional notions of how the golden years should be lived.
While saving on your own takes some serious discipline, even small amounts can add up over time.
You don't have to be Rupert Murdoch or his wife, Wendi Deng, to know that divorce can require as much preparation as a military campaign.
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Advisors focused on Gen X and Y clients are blazing trails, creating new fee and service models to serve this large demographic.
Higher tax burdens have many wealthy Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Gen X faces retirement planning that will include no pension, a potential Social Security haircut and stagnant wages.