Financial Planning

There is a time-tested way to make new gains and mitigate risks, John Toomey writes in a guest commentary.

Money pros offer tips for making sure a sudden windfall doesn’t go to waste—or become a burden.

Foreign stocks have momentum as the dollar weakens. These funds can help you capture the gains.

Entrusting your financial life to AI would be a risky move.

People are providing more aid to adult children and having children later in life. The combination can make it hard to save for retirement.

For retirement savers, worries about the pricing of private holdings would be mitigated by several things.

The stock market may no longer follow an old pattern of “reverting to the mean.” Blame it on index funds.

Many Americans may get a new tax break, but those who itemize face new limits on deductions. Planning now makes sense.

The former offensive tackle applies many lessons from sports to the world of financial advice as CEO of SageSpring Private Wealth.

As weather-related risks rise, insurers are jacking up rates and exiting certain geographic areas entirely.

As inflation has dropped, so has the appeal of these inflation-protected savings bonds.

The Trump administration is taking the handcuffs off the private-market industry. The outcome for retirement savers will be complicated.

Be ready to hear “no,” and more tips from financial advisors and an HR manager.

The robo from Interactive Brokers got a boost from international stocks, while Robinhood’s robo is picking individual stocks.

Range, a flat-fee wealth management start-up, plans to use artificial intelligence to fully automate financial advice.

Health insurers are requesting the largest monthly premium increases in more than five years

The president celebrated his administration’s commitment to the program even as it remains in dire need of a fix.

For many people nearing retirement, Medicaid planning will be a component of their long-term care.

401(k) participants could soon have access to everything from private equity to crypto.

Proceed with caution, financial experts advise.

Active managers’ long-term struggles have been most acute in the large-cap category where only 8% of funds beat their average passive rival over the decade, Morningstar finds.

A new survey from J.D. Power suggests that the increasing sophistication and ease-of-use of do-it-yourself tax programs is putting pressure on professional tax preparers.

Morgan Stanley’s Lindsay Pazdan has a front-row seat to clashes that can come with trusts and estates, and ideas on how to avoid them.

Treasury Secretary Scott Bessent said his comments about Trump accounts acting as a back door to privatizing Social Security were misinterpreted.

A new survey from Schwab finds that fewer savers are taking hardship deposits or loans from their retirement accounts. Vanguard data tell a different story.