Financial Planning

Mortgage rates moved slightly higher this week. But whether that feels like good news or bad news depends on one...

For many firms, a former owner or CEO who refuses to step out of the way can stymie new leaders...

People entering the sandwich generation face a frustrating realization. Just as they're reaching their peak earning years, they find themselves...

Advisors are increasingly turning to tax-aware long-short strategies to help clients diversify concentrated stock positions without immediately realizing large capital...

The U.S. Treasury Department has expressed concern over a number of high-profile tax strategies touted by Wall Street that it...

People retiring this year can expect medical expenses to take a significantly bigger bite of their savings, according to a new...

For a nation so utterly divided in its politics, there’s one issue bringing Americans together: A mistrust of data centers....

When family asks for money help, your decision can be muddied by guilt, obligation, cultural expectations and a desire to...

In the time between review meetings, advisors are often busy doing work for clients (such as portfolio analysis or reviewing...

Document delivery between financial firms and the SEC might be upgraded to what some in the industry consider an overdue...