Estate-planning documents — such as wills, trusts, living wills, medical directives and powers of attorney — are very important, and so is keeping them protected and stored safely. Here are some key tips on how to keep them secure. » Read More
By: Ted Jenkin, co-founder and CEO of oXYGen Financial
Instill financial responsibility in your young adult children by requiring them to move out and handle their bills on their own as soon as possible after college graduation. I kicked my kid out of my house — and you can, too. » Read More
By: Stacy Francis
A large number of American women stay in marriages that are unhealthy and even border on dysfunctional due to financial insecurity and stress, and the ongoing gender pay gap. » Read More
By: Lorie Konish
Morgan Stanley is using big data to help clients identify their sustainable investing choices and measure how well their portfolios track those goals. » Read More
A new report shows that workers who used a financial wellness benefit for five years fare better in a variety of financial areas overall than those who have not.
From fund selection to costs, benchmarks to performance, here's how to assess growing opportunities in sustainable investments.
Financial advisors are turning to sophisticated and accessible financial-planning software to deliver on the promise of "holistic financial planning" for their clients.
From reviewing medications for cheaper alternatives to trying to pinpoint a client's spending instead of ballparking it, some advisors look closely at how clients spend their medical dollars.
Climate changes pose big risks to real estate investments. The good news for REIT investors is that environmental, social and corporate governance-focused products are growing at a rapid clip.
If you're a financial advisor, odds are that some of your clients have heard of qualified opportunity zone funds. Here's what you should know before recommending this tax-advantaged real estate strategy.
With the right planning, a cash value life insurance policy can help supplement income in retirement. But if you ignore it, loss of coverage and a raft of income taxes could be around the corner for your client.
A recent survey found that financial advisors are more stressed out than their investor clients. Asked to evaluate stress levels in their lives, 71% of advisors said they experience moderate or high negative stress, compared to 63% of investors.
About 40% of financial advisors plan to retire in the next 10 years. College financial planning programs are hoping they can help fill those seats.
The traditional S&P 500 index fund may not work for you if you want to invest with environmental or social causes in mind. But themed index funds might be worth a second look.
With premiums skyrocketing on insurance policies designed to cover long-term-care costs, financial advisors are turning to a variety of other options.
Two U.S. senators criticized $4 trillion in share buybacks from 2008 to 2017. It is important to understand this cash did not vaporize, nor did it benefit just a handful of people. Rather, it was used to positively impact the U.S. economy overall.
Annuities are a long-term play for both the client and the advisor. Think about these key considerations when you recommend a fixed, variable or indexed annuity to an investor.
New tools let you better monitor your home's water and energy usage, even when you're far from home.
Only 15 percent of financial advisors specialize in niche clients but they account for a third of advisor assets. A look at five niche practice areas.
Socially responsible investing has exploded across the globe and interest in it has never been higher. But there is a real chance the business and financial communities will let slip opportunities to fully capitalize on the demand.
As cyber threats abound, everyone from large financial firms to individual advisors need to make sure they have done everything they can to guard against a breach.
From leasing to buying, charging costs to tax credits, here's what you should know if you want the most popular electric vehicle on the market.
On the heels of the Great Recession and with the recent change in the tax law, demand – and pay – for financial advisors have risen steadily — until now.
Some investors might be worried about how a trade war with China would impact their savings. Here's what financial advisors can telll them.