Financial Planning

Nearly 60 million Americans care for an adult with a complex medical condition or disability.

Who pays for what should be clear to everybody before money matters take a toll on the household. Boundaries are important.

Unpartnered is not synonymous with unprepared, and it most certainly does not mean unsuccessful. It means you’re the architect of your own financial future.

Taxes, liquidity, and estate planning are just some of the issues for holders of private company equity.

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative self-talk to redefining wealth.

The report found a drop in the number of households receiving multiple paychecks while making child-care payments in recent years.

Extreme weather and rising insurance premiums have bolstered the need for disaster planning. Advisors can help.

If investors are overly optimistic about AI, the S&P 500 could suffer. It’s time to diversify into value, small-caps, and international stocks.

That rate would be little changed from the 3.98% interest rate that has prevailed since May 1. 

The private wealth advisor embraces her nickname, “Iron Lady,” and says she isn’t afraid of playing the “bad guy” in tough conversations.

The agency is continuing essential functions such as revenue collection and criminal investigations, but day-to-day operations are dramatically slowed.

The CFP Board’s new guide for financial planners working with divorcing clients warns about conflicts of interest and says planners might need to scale back or end their relationships with them entirely.

A new report captures how families are navigating their businesses at a time of great wealth transfer.

Even poor performance of private investments don’t deter wealthy families, given long-term prospects for higher returns, a study finds.

Consider moving some assets out of tech, adding bonds, and keeping it simple to help you sleep at night.

They’re launching more-powerful trading tools and surprising new features in hopes of attracting more of these highly profitable customers.

New Zealand Immigration Minister Erica Stanford makes the case that investing in a secure and democratic country is a good bet.

Laddering certificates of deposits or Treasury bills lets you keep your money and liquid but still earn decent yields.

From family squabbles to inflation and FOMO, advisors reveal the frights that keep their wealthy clients up at night, and how they try to help.

The head of investor research at the fund giant outlines how early market experiences can shape investors’ risk tolerance.

The Morgan Stanley wealth manager built his practice around a simple truth: Life doesn’t follow a financial plan.

The top marginal tax rate remains 37% for individuals.

Medicare’s open-enrollment season starts Oct 15. What to know about picking the best plan for 2026.

Health savings accounts (HSAs) will be available to roughly 10 million more American beginning in 2026.

If young workers have near-term financial goals like buying a house, it makes sense to keep part of their savings in bonds or cash.