Depending on whether your advisor is registered at the state or SEC level, you might need to drop them if you're considering ...

Nearly half of Americans lack a financial plan. Learn the psychological reasons for delaying, how planning reduces stress, and how to get your plan started.

"Say your inheritance suddenly doubles your retirement savings," Harder said. "You no longer need to maintain the same risk profile. In fact, you may decide to take a more aggressive approach, either ...

Introduction to Trusts A trust is a legal arrangement where assets are managed by a trustee for the benefit of a beneficiary.

For some retirees, the hands-on approach is the only way to go. If you prefer to have control over each distribution, ...

Reid Rasner says he’s paused his efforts to purchase TikTok for $47.45 billion and possibly place some of its operations in.

Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely ...

Companies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem ...

According to a Wealthtender survey, investors value emotionality in their financial planning and in their advisers.

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take ...

There is a Chartered Financial Consultant (ChFC) designation issued through the American College of Financial Services that a ...

Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From ...