Is Your Financial Adviser's Fee Model as Outdated as a Flip Phone?
Your adviser probably uses technology that lets them manage your portfolio at the touch of a button, so why haven't they updated how they charge for their work?
Financial news and updates
Your adviser probably uses technology that lets them manage your portfolio at the touch of a button, so why haven't they updated how they charge for their work?
When it comes to stock, too much of a good thing is risky. Here are five ways to get out of a concentrated stock position — and the potential drawbacks of each.
If you're worried about the market or your personal circumstances, take these steps to help you sleep at night.
Instead of treating your Roth IRA as "the best account" for everything, consider keeping these seven assets in accounts with better tax benefits or flexibility.
Investors, traders and speculators, as well as policymakers and regular folks, around the world are counting down to a key Tuesday night deadline.
Living on one income after a divorce can be tough, particularly if you've never had to manage your money. But these steps make it possible — and liberating.
How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.
Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?
We're 60 with $550K saved. We know we'll inherit when my elderly father passes away. Can we retire now, even though we can't technically afford it?
With gas prices averaging more than $4 per gallon, small changes can lead to big savings.
When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other levies determine your true cost.
"A new tax on fat paychecks like mine was just signed into law in my home state — and I like it," Steves said.
It feels like we're living in uniquely dangerous times, but there's a clear pattern in events — and one quality helps successful investors weather every storm.
Claiming Social Security is a lifelong decision, and poor choices can cost the average couple more than $180,000. Complete these tasks to avoid a big mistake.
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
Is your "forever home" actually a "Peter Pan house?" The age-in-place dream often hits these three unexpected roadblocks.
Oil prices are rising fast. Learn where costs will hit next and how to save
Working with ultra-high-net-worth families doesn't mean rebuilding your firm, but offering advice that is structured, empowering and intentional. Here's how.
If you're already serving mass-affluent clients, moving into the high-net worth arena may seem like the natural progression. But it's not always that simple.
Schools are increasingly expected to teach children how to manage money, but classroom learning pales in comparison to good examples set by the family at home.