Ilana Polyak is a freelance journalist who writes about personal finance and the financial advisory industry.
Widowhood or divorce can mean having to master some new financial skills — at exactly the time you're least equipped to deal with it.
Incomplete gift non-grantor trusts can shift tax exposure out of high-tax states to those with no state income tax.
Financial advisors are playing catch-up with technology offerings to attract the 71 percent of millennials who don't use their services.
Lifetime medical-care costs can average $245,000 for a 65-year-old couple, so it's important to factor in health costs when saving.
Advisors seeking safety set sights on liquid alternatives funds, an emerging investing category in the $300 billion alternatives space.
The most important investing decision you can make is asset allocation, which explains more than 90 percent of an investment's variability.
Is your 401(k) retirement plan worth going to court over? More employees are doing just that.