I can't control mortgage rates, but I can control what I do now to make sure that I get the best deal available when I buy a ...

Technology, alternative fee structures, and specialized services are transforming the financial advisory landscape, expanding ...

California couple overcomes investment fears, secures college funding, and plans for retirement with help from "My Money ...

Most 2024 tax strategies must be completed by Dec. 31, so there’s limited time to make last-minute moves. After a strong year ...

I have many wealthy financial planning clients, and they all share four habits. They keep a long-term view of their fin ...

Understand the importance of emergency funds in financial planning. Learn how to create and manage a fund to safeguard your ...

The Financial Advice Association has questioned why an intercompany loan owed by Sequoia to Libertas has disappeared, which ...

The largest intergenerational transfer of wealth in history is now underway, with Canadian seniors set to pass down an ...

Change is on the cards in 2025 for a financial planning industry that’s embracing the power of technology as regulation ...

There are several Facebook groups for solo agers, in-person groups springing up around the country, conferences and webinars, and more.

Trust, or the lack thereof, was one of the overarching themes of artificial intelligence in the wealth management industry ...

"Seniors should not pay taxes on Social Security,” Trump declared on his social media site, Truth Social, back in late October. Since then, his campaign has gone radio silent on the tax cut, although ...