I'm a classic satisficer: I'm usually quick about making decisions and often fall back on the tried-and-true ...

Money pros on the personal finance lessons they missed early on ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...

There's an easy solution that won't land you in hot water with the IRS.

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

“When you take $100,000 and put it into a house, all of a sudden you have a highly concentrated position. You have a lot of equity in one asset,” Arzaga says. Just like you wouldn’t bet your nest egg ...