Key Points If you’re going to have a financial advisor, it’s important to find the right person for the job. Ask about ...

Quick Summary Earning $245,000 a year and having more than $1 million saved did not protect this couple from financial stress ...

Finding the right financial adviser for retirement planning can save you time and money. Here's how to avoid sketchy ones and ...

Home equity loans and home equity lines of credit (HELOCs) allow homeowners to tap into the value of their homes. A home equity loan is a fixed-rate, lump-sum loan that allows homeowners to borrow up ...

Two teams and one advisor managing a combined $1.3 billion choose to set up shop at Wells Fargo's channel for independent ...

UPS said in a regulatory filing in October that it had cut about 34,000 operational positions and closed daily operations at ...

As an experienced financial advisor, you have been in the business for years. You have seen up markets and down markets. You know markets are cyclical, but we don’t know the length of the cycles. You ...

When it comes to making financial decisions - whether buying a home, saving for college, or preparing for retirement - having ...

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

Do you need a financial advisor? Learn what advisors actually do, who benefits most, and when hiring one is worth the cost.

As Tyson Ray, Author of Total Succession, learned firsthand, even highly successful advisors with years of experience can ...