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
Brian Hamburger of MarketCounsel points to the parts of the SEC's Form ADV that can help consumers choose the right financial advisor.
Financial advisor Stacy Francis advocates a "triple defense" against taxes: deferring income and upping both deductions and investments.
The 4% investment withdrawal rate in favor since the early 1990s no longer guarantees retirement income, says Betterment CEO Jon Stein.
Workers don't take full advantage of employers' 401(k) plans, which means leaving money on the table, says Rich Coppa of Wealth Health.
Taking the time to rebalance your portfolio will ensure that your investment goals are still on track as life events occur.
Thanks to rising home prices, a better credit environment and low interest-rate yields, now is a great time to refinance a home mortgage.
Years of record-breaking market highs have led investors to forget that accepting risk is inherent in any long-term investment strategy.
It’s never too early to involve your children in money matters.
There are fewer tax-code changes for 2014, but the expiration of 48-plus tax breaks might leave students, retirees and homeowners cold.
Target-date funds are considered a simple solution for retirement savers to invest with a hands-off approach.
What if you are strapped for cash? Geri Pell explains why it may be a smart (sometimes) financial move to borrow from yourself.
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.