Financial Planning

Some workers find they benefit from taking a few months off from work periodically before plunging back in.

Annuities are often complicated, with confusing fee structures, but certain ones can make sense for a portion of your retirement portfolio.

One of the industry’s first chief behavioral officers, Brendan Frazier spends his days helping advisors figure out how to guide clients when emotions run wild.

Higher inflation data could soon fuel market volatility. While that can be scary, it pays to stick with your diversified mix of stocks and bonds. 

Financial advisors weigh in on “Trump Accounts,” the new savings vehicles aimed at narrowing the wealth gap.

Some 81% of high-net-worth individuals are already thinking about finding new financial advisors after coming into money.

College students can have trouble managing their money while away from home. Here’s how parents can set them up for success.

The stock market gains about 10% a year, but your savings may be falling behind. Here’s how to make the most of your 401(k).

Dr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients face health-related challenges.

Trade policies and less reliance of other economies on the U.S. could lead to another decline.

It isn’t just about getting better long-term investment returns. Advisors save clients time and help them feel less stressed.

Investing used to be a mostly male domain. Young women are helping to change that.

Dozens of women have repeatedly made our list over the past two decades. It’s a testament to the overall excellence of the advisors we highlight each year.

Four top-ranked female financial advisors share their secrets to retaining widowed women clients, why some women are better investors than men, and more.

More than $80 trillion is slated for offspring and charities—but much of it will go to widows first.

The new tax law accelerates the insolvency of the Social Security and Medicare trust funds, Marc Goldwein and Anthony Colavito write in a guest commentary.

The latest edition of a survey conducted every three years found declines in Americans’ savings and ability to make ends meet.

The extension of sunsetting tax provisions gives the rich more certainty when planning for the future.

Educators depend on 403(b)s to save, but these plans carry hefty fees. Here are six important questions answered.

A mix of stocks and bonds is typically a smart asset-allocation move. But the strategy has lagged behind the market in the past few years.

Social Security recipients will get a raise, but a big increase in premiums for Medicare Part B may erode that boost for many people.

The market tends to shrug off even the most worrisome geopolitical events, just as it did with the U.S. airstrikes on Iran . 

Congress ended up raising the retirement age and payroll taxes to make the program solvent.

The megabill that President Donald Trump just signed is a mixed bag for charitable giviers. Four big changes that are coming.

Younger advisors may be well positioned to handle difficult situations, such as couples who fight or clients who won’t follow a plan.