People ask CFP Malik S. Lee for the secret sauce — the commonalities he sees in his wealthiest financial-planning clients ...

After her husband is deported to the United Kingdom, an American wonders how she should file her federal income taxes.

If you're a high-earning 50-year-old with a six-figure income, here are three quick tips for maximizing your retirement investments.

Financial literacy advocacy should become a core component of advisor services. With retirement assets now comprising 40% of ...

Some store credit cards can only be used to shop at a specific retailer, while others can cover purchases wherever payment ...

Atlanta-based Southface Institute has named Marcel Henry as its new Chief Financial Officer, bringing his financial ...

Ph.D., a certified financial planner and expert contributor for Annuity.org. “By contrast, the best high-yield online savings accounts were paying a 4.25% to 5% APY — annual percentage yield — in ...

Declining financial discipline: Fewer Americans are staying on top of their financial planning. In 2020 ... The survey was ...

Planning for caregiving involves immediate and future financial implications along with tax considerations and documentation. Preparing for eventual life needs provides clients and their caregivers ...

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Why use a financial adviser when you can get retirement planning tools online? The simple answer: Tech can't yet replace ...

Financial stability risks remain contained in the near term, although rising economic and geopolitical uncertainty increases the likelihood of adverse shocks, exposing fragilities. Chapter 1 of the ...