Being a millionaire can seem like the entrance into an elite club. Others believe it's a magic number to reach to retire comfortably. » Read More
By: Kathryn Hauer, financial planner with Wilson David Investment Advisors
Traditional IRA, 401(k) and 529s work differently but can be smart accounts to invest in if you understand their unique tax-free qualities. » Read More
By: Alison Davies, certified financial planner at Fruition Advisors
A look at nine reasons why a Roth individual retirement account is a fantastic investment vehicle for most savers. » Read More
By: Steve Tepper, chief operations officer at Northstar Financial Planners
In 2008, Warren Buffett bet that hedge funds could not beat a typical S&P index fund over a decade, and it's looking like he was right. » Read More
What is a financial "gift" seems straightforward, but from a tax code perspective, there are some nuances worth noting.
Some researchers claim reports of a retirement crisis are overblown. In fact, they say retirees have never been in better shape.
To lessen the bite taxes take on retiree's portfolios, savvy advisors train their focus on income, expenditures and asset location.
When investing sustainably and responsibly, it's important to evaluate different options, set measurable goals and build a strategy.
Technological innovations and social pressure to be more responsive to client needs are pushing advisors in a more ethical direction.
Should retirees pay off their mortgage? The strategy depends on taxes, asset and income levels and attitude toward debt and investment.
When it comes to retirement, whatever money an older divorcing couple has needs to be divided — often after an expensive legal bill.
The recent past was great for long-only risk assets, but hedge funds provide unique advantages for investors, including diversification.
Rianka Dorsainvil, financial advisor to the millennial set, explores all the 401(k) options available to savers when changing jobs.
REITs, investments in companies with real estate holdings often traded on exchanges, perform well in rising rate environments.
An IRA trust prevents an irresponsible heir from receiving money outright from the savings account upon the account owner's death.
The ability to pay for health-care needs is — and will remain — one of the most critical issues of retirement.
Many executives can opt to put away money for retirement in company-sponsored non-qualified deferred compensation plans.
Stock market returns are slipping, and economists generally agree on the cause: More baby boomers are retiring.
Advisors and individual investors should be ready to undertake careful due diligence before buying the ever-more-popular ETF.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
Asset management is vulnerable to disruption by artificial intelligence but advisors should embrace the trend, not fear robotic replacement.
Paying off the house used to be a cause for celebration, but many retirees no longer see it that way.
Financial advisor Rianka Dorsainvil says millennials should be sure to take advantage of employer-sponsored 401(k) retirement savings plans.
A new survey from the FInancial Planning Association finds that ETFs, cash and mutual funds reign supreme among financial advisors.
Being a millionaire can seem like an elite club. Others believe it's a magic number to reach to retire comfortably.
Traditional IRA or 401(k) and 529 plans can be smart accounts to invest, thanks to their unique tax-free qualities.
A look at nine reasons why a Roth individual retirement account is a fantastic investment vehicle for most savers.