Financial Planning

Investors are expected to allocate more to private markets in search of returns and diversification, according to a survey by Hamilton Lane.

The head of financial planning at Morgan Stanley discusses why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning.

Advisors benefit when accountants refer clients, but the most fruitful partnerships go much deeper than a simple handoff.

Some early retirees find they miss the camaraderie and challenges of a job.

The former Berkshire Hathaway CEO’s three children probably will become the most influential philanthropists in the world after their father dies.

Advisors usually tell you to secure your retirement before you all in for paying for college.

Average refunds will be up between $300 to $1,000 for the more than 100 million taxpayers who receive refunds, according to estimates from the Tax Foundation.

Stocks often do well during unsettled times. Here’s how to manage your investments when you’re tempted to flee the market.

It’s easy to fill out and could help avoid a major shock.

The key is making the conversation and advice appropriate for each stage of a child’s development, writes financial advisor Jonathan I Shenkman.

A frothy stock market and looming inflation makes early retirement a trickier exercise.

This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.

A Special Needs Trust requires more precision, more care, and more stewardship than any other piece of an estate plan.

Even if you haven’t saved a lot of money yet, a financial advisor can remove the guesswork from managing your finances and help you avoid costly mistakes.

Productivity gains may be offset by job losses as AI disrupts the workforce, impacting the health of Social Security.

Notices will go out to about 1,000 borrowers the week of Jan. 7.

The brokerages follow similar announcements from Dell Technologies, BNY Mellon, and BlackRock.

In some statutes, muni income counts toward modified adjusted gross income, but in the One Big Beautiful Bill Act, it doesn’t.

In addition to helping clients fill financial gaps, younger advisors can also provide career advice for clients seeking new jobs or considering starting their own businesses.

There are number of ways for older Americans to manage their income, investments, and charitable contributions to pay less to Uncle Sam.

Health-savings accounts are expanding to more Americans. How to make the most of them.

Bridgewater founder Ray Dalio and his wife Barbara are giving $75 million to seed these savings accounts for children in Connecticut.

A new study from Fidelity finds record numbers of Americans are considering financial resolutions to help with financial stress.

Donating precious metals this year is a smart way to dodge the taxman and do good at the same time.