When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? A financial advisor is a professional specializing in financial planning, wealth management and other personal finance services.
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Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs.
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Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and responsible — that they build environmentally sustainable business models, advance a social good and operate in a transparent, ethical way. To identify these companies, socially responsible investors can use a set of criteria known as ESG.
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Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and habits is key to a strong relationship. And open communication about these topics can help you and your partner work as a team toward common financial goals.
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Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes will help you make the most of your windfall.
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Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first time, there can be a steep learning curve when it comes to financial literacy, but laying the foundation for this education early can help establish healthy financial habits that carry into adulthood.
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When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care for family.
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When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time.
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Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy.
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The basic premise behind life insurance is simple: You pay premiums to an insurance company, which then pays your beneficiaries a certain amount after you die.
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Charitable giving is a great way to support the causes you care about while also getting a tax break.
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With the new year in full swing, it’s a great time to take stock of your personal finances.
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When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits.
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A good succession plan creates a blueprint for ownership transfer as you exit your business.
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A wealth transfer plan guides the movement of your assets from your estate to your beneficiaries.
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Long-term care insurance helps cover the cost of assistance with daily living tasks, including bathing, dressing, eating, and mobility.
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For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying.
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Elections can move the market, but that doesn’t mean you should change your approach.
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A divorce is one of the most difficult transitions you can go through.
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These best practices can help you stay invested during the market’s ups and down.
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Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity theft.
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What would happen to your business after a fire, a massive data breach or the sudden loss of a key employee?
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Your investment portfolio is more than the sum of your account balances.
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Learning how emotions affect decisions can make you a better investor.
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Individual retirement accounts can play a valuable role in the estate planning process.
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