I am 66 years old and have been retired for about a year and a half' "My hesitation about having my money professionally managed is the 1% annual fee, which seems rather high." (Photo subject is a ...

This silent drag on your finances could be draining thousands of dollars from your nest egg over a 30-year investment horizon ...

Small financial moves can trigger big IRS bills. A financial planner shares the five tax mistakes he sees clients make—and ...

Experts agree that diversification is the best way to protect the overall value of your portfolio. By including a mix of ...

More older Americans are returning to work due to financial insecurity and rising costs, as surveys show retirees fear their ...

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When you retire, you may want to move to a more conservative portfolio to protect your gains and buffer your savings from ...

Gen X isn’t faring much better, with an average 401 (k) balance of $192,300 but realities that likely mirror the boomer split. Millennials average $67,300, while Gen Z workers just starting out have ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and ...

Deciding what gift to give a child for holidays, birthdays, graduations and other gift-giving occasions can be challenging.

Retirement should feel like a victory lap after decades of hard work. Yet financial planners across the country are quietly ...

Planning for retirement can be a very exciting thing. But it can also be overwhelming. Even if you’re someone who saves ...