Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

By working with a charitable advisor at the Baltimore Community Foundation, a client learned she could open a donor-advised fund and make one gift after the sale of her business to secure a tax ...

A 34-year-old Reddit user with $3.3 million is considering retiring soon. She said her husband plans to keep working to ...

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I’m a single woman with no children, turning 63 years old this year but my family has longevity so I’m using 100 years old as my life expectancy mark for retirement planning. I have a combined ...

The stock market can feel like a roller coaster — thrilling on the way up and terrifying on the way down. If you’re staring ...