Financial planner Marguerita Cheng shares the biggest life insurance mistakes people make, and how to get the right policy for your needs and budget.

Planning your own retirement date can involve a lot of other people. This sort of question never came up in retirement planning in years past: Should you consider your children's healthcare-coverage ...

This is the situation that Cleo, 36, is faced with after her mother passed away suddenly, and she has been left as sole ...

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Despite the trauma I've endured, I've grown my financial services company to manage over $3 billion in assets and learned ...

REITs have similar long-term returns as the S&P 500 but dissimilar short-term returns, which can add diversification to your portfolio. How the 0.01% rule can help determine whether you can afford an ...

When most people think about retirement planning, their minds go straight to the numbers. How much do I need? How much can I ...

Working with a financial advisor can help you reach your money goals. Here's how experts say you can find the right professional for your circumstances.

The conventional wisdom recommends shifting from stocks toward bonds as retirement nears, and while there’s logic in that, ...

The events for prospective clients may sound old-fashioned or too sales-focused, but marketing experts and advisors explain ...

I am so excited that we get to actually now show our advisors and their clients why we went through all this,” Cornick told ...