Investing long term and building a ‘resilience reserve’ are just a few ways advisers are guiding their clients through an unstable market ...

The impact of 529 assets on a beneficiary’s financial aid package depends on who owns the account. As outlined above, if the ...

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I am 60 years old and want to build a new house for $700,000. We have $1.5 million in 401(k) plans, including $500,000 in Roth funds, which I could withdraw to pay a big chunk of the house. We have a ...

“Fixed-income returns risk not keeping pace with inflation,” said Cal Spranger at Badgley Phelps Wealth Managers in Seattle. It’s a good idea to have other assets to draw on in case extra, unexpected ...

Comparing Sage Intacct vs. NetSuite? Discover key differences in pricing, features, and scalability to find the best ERP for ...

The California FAIR Plan (the FAIR Plan) was created to provide insurance for high-risk properties that are difficult to ...

Annuities can be valuable for retirement income, but pitfalls exist. Discover crucial annuity mistakes to avoid.

While AI search tools have the potential to provide advisors with additional time to spend with clients, experts say query ...

To help his clients reach retirement, a financial planner looks ahead to obstacles clients may encounter, and helps protect ...

This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

Adele's mournful melodies kick off this generation's financial playlist, but with the right plan, Millennials can finish ...