We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

The acronym stands for income-related monthly adjustment amount, and while it sounds technical and harmless, IRMAA can materially increase the cost of Medicare for households with even modestly ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

As a Medicare expert with over three decades of experience, I’ve worked closely with countless individuals, families and professionals navigating the complexities of Medicare. One recurring issue I’ve ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

A multi-ethnic blended family at the park on a sunny day, sitting together on the ground on a blanket, laughing. The mother is African-American and father is Caucasian. Their two little boys are twins ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Financial advisors charge either commissions or fees for services. Experts say there are pros and cons to each model. Understanding how an advisor earns money helps protect your returns. When you're ...