Get a jump-start on good financial habits by talking to your kids about household finances, said Marguerita M. Cheng, CEO and co-founder of Blue Ocean Global Wealth. » Read More
By: Joe Allaria, CFP, partner at CarsonAllaria Wealth Management
If you've recently received an inheritance, it's probably not under the best circumstances. Here are four examples of poor decisions made by those who have received a windfall. » Read More
When it comes to Roth IRA conversions, savers need to consider the most important — and often overlooked — factor: state income taxes.
Concerned about what this means for your bank account, 401(k), mortgage loan or even your credit card? Here's what you can expect.
Rising rates will be bad for stocks so investors may want to move out of equities and invest more in bonds, said advisor Carolyn McClanahan.
Now is the time to make smart year-end tax decisions so you can keep more of your dollars working toward your financial objectives.
Financial advisor Manisha Thakor shares tips for squeezing the most value and joy out of every hard-earned dollar you'll spend in 2016.
From keeping calm to getting diversified, here are 20 tips from the Financial Planning Association to help you invest more intelligently.
Certified financial planner Thomas Henske of Lenox Advisors says the onus is on parents to educate their children about financial literacy.
Financial advisors Shannon Eusey and Zaneilia Harris warn investors against cashing out of a 401(k) plan before retirement.
The economy has improved, but people still lose jobs. Here are 7 tips on how to handle a career transition and keep your finances intact.
One financial advisor says becoming filthy rich someday starts with taking small but important steps now.
As the end of the year approaches, experts say it's a good time to take stock of your financial situation by reviewing important documents.
Advisor Diahann Lassus, president and CIO of Lassus Wherley, discusses the good, the bad and the ugly of managing credit card debt.
Despite a possible interest-rate rise, homebuying has not slowed. Here is a look at key points sellers and purchasers need to keep in mind.
Financial advisor Stacy Francis offers a three-step approach to getting your budget in order to avoid a holiday spending hangover.
With the average college student owing nearly $30,000, it behooves borrowers to get educated on the ins and outs of student loans.
Ron Carson of Carson Wealth Management Group cautions investors to track down how, and how much, they're paying their financial advisors.
If you didn't go to cash in August, good for you, but now it's harder to argue against seniors selling stocks, says a financial advisor.
Avoid being misled by myths that cloud the difficult job of preparing for and living in a financially comfortable retirement.
The newly launched myRA retirement plan will prove to be a bloated bureaucratic mess, predicts financial advisor Scott Hanson.
Congress has decided to end two popular Social Security claiming strategies, known as File-and-Suspend and Restricted Application.
Sock away dollars on a tax-advantaged basis in your health savings account. Here's how.
Don't lose sight of skills that set true financial planners apart from professionals who lack the expertise.
Marguerita M. Cheng, CEO and co-founder of Blue Ocean Global Wealth, explains how to raise a financially savvy kid.
Automation, AI and machine learning will radically influence the relationship between employers and their workforce.
Covering the full set of tools and strategies for long-term investors: How to take everyday market fluctuations in stride, and when to know it’s time to take action or protect against a major economic shifts.
A globe-trotting look at the world of investing, from developed Europe and Asia trends to the least-traveled frontier markets.