We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

We often feel like we’re navigating a complex maze without a clear map when it comes to financial decisions. Many people feel overwhelmed with tax laws, optimizing Social Security benefits, making ...

Emotional land mines, old family dynamics, and unclear roles can deter and derail aging‑parent planning even for wealthy households.

Again and again, the clients who retired early shared a handful of smart, intentional habits that quietly did the heavy lifting. Here are the key things they did differently. They Set a Clear ...

People with a financial advisor have approximately double the retirement savings compared to those without one. Retirees who claim Social Security at suboptimal times lose hundreds of thousands of ...

Finding the right financial adviser for retirement planning can save you time and money. Here's how to avoid sketchy ones and ...

The quarterly "Advisor Outlook Index," conducted by U.S. News & World Report and AdvisorFinder, asks financial advisors to ...

The study, Approaching Retirement: Getting Gen X from Good to Great, explores how Americans born between 1965 and 1980 are ...

That's according to the inaugural U.S. News-AdvisorFinder "Advisor Outlook Index," which asked financial advisors to share their predictions on markets, retirement conditions, the tax climate and ...

Precious metals can diversify retirement portfolios, but they come with fees, risks and IRS rules. Here’s how to decide if ...