Financial Planning

Annuities and stocks can be better for long-term financial security. How to invest.

Higher education in Europe costs a fraction of what it costs in the U.S. And the cheaper tuition is drawing U.S. students from home.

Tax benefits, fees, matching grants, and investment options are key to getting the most money for your kid’s education.

A small gold holding can lessen risk. But the best ways to build wealth over the long run is with a portfolio of stocks and bonds, advisors say.

Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid.

There’s a strong case for hedging your bets with alts. The question is which kind to buy.

These newfangled funds offer individual investors access to investments that were once primarily the domain of institutional investors.

Buying coverage through ACA marketplaces is now costlier. How to ease the sting.

The wealthy aren’t just transferring their money. They’re making the most of tax laws and involving their heirs in estate planning.

Forget Thursday’s market rout. Your stocks have risen sharply in recent years, likely throwing your portfolio out of whack. Here’s what to do about it.

Vermont, Washington state, and Minnesota score well when it comes to retiree healthcare. What else to know.

Among parents with children under the age of 5, more than 60% have missed work days, left early or arrived late to their job because their child-care fell through

Simple fixes could prevent student loan delinquencies, Constantine Yannelis writes in a guest commentary.

The savings plans can be transferred to different family members or used for a different purpose.

When home prices and mortgage rates are high, it’s tempting to sit on the sidelines. But if home prices keep rising in certain markets, you are better off hopping in now.

In a sluggish job market, workers often have to tough it out at a less than ideal job. Barron’s has tips for making the best of it.

The new annuities can save you money, but they are sold through advisors charging their own fees.

With foreign stocks outperforming domestic stocks, investors are getting products tied to international indexes with downside protection.

Americans weighed down by student loans are putting off key life events such as the purchase of a home.

Morningstar and PitchBook have developed a series of indexes to track the performance of the growing number of semiliquid funds investing in private markets.

A steep selloff in software should be a wake-up call to diversify and take other measures to keep your portfolio aloft.

A J.P. Morgan Private Bank survey of global single-family offices find more than half aren’t exposed to private companies leading the AI boom.

More alternative investments are available in exchange-traded funds, making it easier for retail investors to own them.

Artificial Intelligence may find deductions or credits you missed, catch an error on your tax return, or spot a red flag that could lead to an audit.

Retirees are likely to see costs increase at a faster clip than the 3.5% official inflation rate for healthcare. Taking these steps can help.