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To understand how much your adviser is really getting paid, you have to ask the right question. Once you get the answer, take the value they bring to the table into account, as well.
See More On: Financial Planning | Wealth Management
Coming into a large amount of money, especially when it arrives in the form of an inheritance, can trigger a wave of emotions. If you're not prepared, you could make some bad moves.
See More On: Wealth Management | Making Your Money Last
Before you whip out your wallet or write a check (and, yes, there could be some good reasons to contribute to the purchase), grandparents should ask some serious questions about money and safety.
See More On: Family Finances | Buying & Leasing a Car
There's a chance that you may have a loan with a "shadow bank" and not even know it. What exactly are shadow banks, and what risks and rewards do they represent?
See More On: Mortgages & Refinancing
Charitable aspirations are commendable, but good intentions alone aren't enough when dealing with the complexities and legalities of setting things up and accepting contributions. Here are some points to consider.
See More On: Wealth Management
In all likelihood, some kind of program will probably still exist when you retire. But, if you're worried, there’s something you can do right now: Start planning as if Social Security is doomed.
See More On: Social Security | Saving for Retirement | Wealth Management
Planting, fertilizing and pruning are all important parts of successful gardening, and these concepts apply aptly to investing and saving for retirement, too.
See More On: Saving for Retirement | Markets | Wealth Management
If you're a business owner, you have got to be on guard against hackers. Don't just hope for the best, instead, assume the worst.
See More On: Scams
You're counting down to retirement and you feel like you've got to be almost there, but unless you've accounted for these factors, you may not be as close as you think.
See More On: Roth IRAs | Wealth Management
There are a few reasons to consider this strategy. One is if you think your child might want to go to a private school one day, and another is if you like a sure thing rather than taking investment risks.
See More On: 529 Plans | Paying for College
A succession plan takes commitment, but when done right, it should help you net a much better sales price for your business when the time comes.
See More On: Wealth Management | Small Business
Consumers are holding businesses to a higher standard, so how does that play out when it comes to investing?
See More On: Stocks & Bonds | Financial Planning | Wealth Management
Some savvy stay-safe tips to help protect yourself and watch out for family members at the same time.
See More On: Scams | Wealth Management
We put the popular theory to the test using 30 years of real-world stock market returns. Here's what we found.
See More On: Making Your Money Last | Financial Planning | Wealth Management
Unless you take your heirs' wishes, taxes and interests into consideration in your plans, you could be committing some serious unforced errors with your estate.
See More On: Estate Planning | Making Your Money Last | Tax Planning
To have a happy, successful retirement, you need to do more than maximize your return on investment, you need to maximize your return on time.
See More On: Leisure Spending | Budgeting | Making Your Money Last
Being rich solves a lot of problems, but it can also create some. Marriage problems, for instance.
See More On: Family Finances