Tax season is a good time to focus on what you can control, and to review your investments and map out a plan to meet your ...

What sets high-net-worth individuals apart when planning for retirement? It's not fancy investments or exclusive strategies - ...

Financial planners say their clients earn passive income with online products and advertising revenue, in addition to ...

I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a custom ...

President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...

Need help working with your financial adviser or considering hiring a new one? Email questions to [email protected].

Retirement planning is no longer an easy task. Age, retirement plan options, taxes, and required minimum distributions (RMD) ...

A financial planner provides the objectivity needed to work through the decision-making process, as well as the necessary ...

NEXT shares 11 financial planning tasks for small business owners to help them get the most out of the next calendar year.

Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should break in 2025. Emphasizing “mindfulness,” the money guru says it ...

Most wealthy people have ways of making their money last. And, after years of advising high net worth people, financial planner Patrick Rush says many of his clients have a few traits in common.