When you think about why you need a financial advisor, some people shrug off this idea and say they can manage their finances ...

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

IRA and Roth IRA. Since my total household is above the threshold for investing in a Roth IRA, I have been considering ...

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

After a long illness, Jessie’s father passed away. Jessie is an only child and his mother died when he was a child. Now, the ...

It takes planning to make your savings last. Retirement means living on your savings, assets and structured benefits. Many ...

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 blended approach where you draw from discretionary and retirement savings may be the best method.

Need help working with your financial adviser or considering hiring a new one? Email questions to [email protected].

Because a shrinking advisor workforce means more than just open job postings—it affects client relationships, firm growth, ...