Financial Planning

These moves can help protect and grow your nest egg, whether you’re already retired or still in the workforce.

The most popular annuities protect against all or some losses, while offering either fixed yields or returns linked to a stock market index.

Highlights of the bill include a bigger SALT deduction, cuts to Medicaid, and tax breaks on tipped wages. Here’s how it may impact you.

College students are graduating into a challenging employment environment. Money pros share tips on how to get an edge.

Tariffs increase costs for auto parts and buildings materials, which lift insurance costs.

More people are seeking dental, cancer, or other treatments outside the U.S. to reduce costs. Advisors often walk them through the pros and cons.

OPEC is pumping, oil prices are falling, sale producers are pulling up rigs. Our Roundtable pros see plenty of opportunity.

Not owning a car felt liberating at first. That feeling didn’t last long.

The asset-weighted average expense ratio for all U.S. mutual funds and exchange-traded funds fell by just two basis points in 2024, according to Morningstar.

Conclusive data on the policy’s impact on state revenue aren’t available yet, but at least one advisor says family office clients in the state have relocated or are seriously considering doing so.

American tourists can shave costs by paying for flights and hotel in advance, and buying purchases abroad in the local currency rather than the dollar.

A variety of fixed-income instruments—from Treasuries to bank certificates of deposit to multiyear guaranteed annuities—carry juicy yields.

Merrill’s Arbogast Breen Giles Olmo Group assists ultrawealthy tech entrepreneurs with transferring wealth to their heirs, managing art, and avoiding rash decisions when markets get choppy.

Along with the best private wealth teams, we also rank the top institutional consulting practices and individual advisors.

Leaders of Morgan Stanley’s Warr Group explain why advisors close to retirement choose to join their team and how this benefits their clients.

Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes being too big can backfire.

Longtime Wall Street financial advisors Paul Carlson and Thomas Fautrel formed a private firm eight years ago just to serve their own clients. It didn’t stay that way.

Investors who ignored April’s market volatility came out OK in the end.

The Department of Education is resuming collecting payments on defaulted federal student loans as of May 5, and is threatening to garnish wages, withhold tax refunds, and other punitive measures.

Saving a big portion of what you earn gives you a lot of freedom no matter what you do.

Mercer Advisors’ Kara Duckworth explains why women shouldn’t be considered a “niche” market in wealth management even if they often have different needs.

A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets.

The funds have played a central role in the nation’s 401(k) retirement system ever since 2006.

In 1975, Jack Bogle was fired from his job and seized the opportunity to create a fund company that would change the way people invest for the better.

This additional source of income can change the calculus for when to file for retirement benefits.