Financial Planning

Financial advisors share tips for how couples can get aligned around money.

Many wealthy families find the simplest solution is to move to a lower-tax state, wealth advisors and tax attorneys say.

A federal rule aiming to protect retirement investors has been officially scrapped. Take these steps to find an advisor you can trust.

Nothing is guaranteed, but financial advisors say these five steps can help clients live financially sound lives after leaving the workforce.

Stocks drops can be opportunities to do tax-loss harvesting, Roth conversions or gift battered shares you expect to bounce back.

Older and younger generations think—and communicate—about wealth very differently. A J.P. Morgan executive explains why.

As financial advisors set their sights on the wealthiest Americans, mainstream investors are getting squeezed out. Here’s what to do.

Barron’s fourth-ranked advisor in New Mexico, Katie Thompson, explains the key concerns for widowed or divorced women suddenly faced with navigating their finances alone.

Jamie Williams, Barron’s 25th-ranked advisor in Michigan, does his own investment research and buys individual stocks and bonds. That has helped him build a thriving practice.

Yaz Hassan, ranked No. 11 in Tennessee on Barron’s 2026 list of Top 1500 Advisors, helps clients grow their wealth while avoiding unnecessary risks.

About a quarter of Americans with retirement accounts maintain multiple accounts from their past or current jobs.

Wealthspire’s Zach Mangels helps Gen Xers plan so that they can simultaneously help support adult children, care for aging parents, and cope with potential job loss.

Prenuptial agreements are particularly good idea in second marriages or for anybody who has substantial assets.

Joanna Rotenberg is managing director of personal wealth at Vanguard.

Women generally become focused on creating a governance structure—the principles and values that guide how a family manages its wealth and business interests, according to one study.

Equifax, Experian, and TransUnion cut the price of their VantageScore 4.0 mortgage origination scores.

A number of financial planning considerations arise when retirement turns out to be temporary.

Four ways to reduce the tax impact of annual IRA required minimum distributions that investors need to start taking by age 73.

Financial advisors should bring female clients into the conversation early and show them how a long-term financial plan can help manage risks and enable them to achieve their goals.

There are plenty of ways to reduce taxes on retirement investments. Wealthy investors in particular can benefit from more nuanced strategies.

Barron’s asked a French journalist for insider tips on how to avoid getting fleeced and still soak up plenty of good food and culture this summer.

This market is volatile, but the S&P 500 is still up around 18% over the past 52 weeks.

Most pennies aren’t valuable, but there’s a chance you might get lucky. If not, here are six ways to put your spare change to good use.

The writer had the means to delay starting Social Security to maximize his benefit. Waiting isn’t for everyone.

With passage of the One Big Beautiful Bill Act in 2025, trusts that were created years ago to shield wealth from onerous federal estate taxes may be unnecessary.