Financial Planning

Multigenerational living is on the rise in the U.S. There are things you can do in advance to avoid conflicts.

The proposed accounts will compete with a plethora of savings vehicles that can offer better tax advantages and more flexibility.

They are shifting more assets directly into private companies, and are showing increased interest in cryptocurrencies and real estate, BNY Wealth says

A new survey from the CFP Board highlights the double-edged sword of ubiquitous online financial advice from dubious sources.

Set a budget and make sure you’re not risking your own financial security later in life.

The asset manager has been leaning into active management in fixed income to meet shifting investor and advisor demand.

Millennial and Gen-Z Americans are focused on building their wealth in the stock market.

Lower fees may help Schwab attract more investors for its exchange-traded funds and mutual funds.

Many taxpayers miss a deduction that could ease the financial pain of hefty medical bills.

Investors should pay attention to where the government is spending our tax dollars, but that doesn’t mean chasing returns based on political movements.

Investment advisors weigh in with the market moves they are making in the trade-war era.

Global diversification is working this year and could continue to do so for years to come.

At least half of all Gen Z and millennial earners have a side hustle, and many claim several income streams, according to research.

Schwab recently launched an alternative investment offering for retail investors—but the company set a high bar to participate.

The ultrarich were the fastest-growing segment of the world’s wealthiest, according to an annual report from Capgemini.

By paying taxes now instead of in the future, you are putting aside more money for retirement.

Market drops allow you to combine tax-efficient selling in your portfolio and charitable giving.

Government staffing cuts aren’t a good reason to claim early. What to know so you don’t shortchange your retirement.

Employee stock ownership plans let business owners take their chips off the table while staying deeply involved in their firms.

Financial advisors weigh in on a range of topics, including how one integrated musical pursuits into his practice and why another changed custodians.

Financial professionals share ideas on how and where to serve their communities and they take on volunteer projects.

The trick is balancing saving for near-term goals like buying a home and long-term goals like retirement.

Planning experts say Roth conversions are one of the best tactics for boosting spending power in retirement, and more people should be using them.

Battered share prices often allow you to pass more money to heirs without paying estate taxes.

To mark this national holiday, wealth management professionals share insights they gained during their years of service and how they are helping military families today.