People ask CFP Malik S. Lee for the secret sauce — the commonalities he sees in his wealthiest financial-planning clients ...

How maternal wisdom benefited one financial advisor, teaching him early about vital things like debt management and estate ...

“The tax benefits of a 529 plan vary by state. Many states offer a tax deduction for contributions made within the year, ...

Planning for caregiving involves immediate and future financial implications along with tax considerations and documentation. Preparing for eventual life needs provides clients and their caregivers ...

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We spoke to financial advisers to find out what their clients are asking them following the Budget and how many of the ...

Tax-free 529 to Roth IRA In 2024 ... president for the Riverside office of CAPTRUST Financial Advisors and has practiced in ...

Here are the key steps to take. Step 1: Find a Qualified Attorney ...

A study finds nearly half of all Americans lack confidence when making money-related decisions. Consumer Investigator Rachel ...

House Republicans vying to chair the Financial Services Committee are ramping up their campaigns to win over key GOP powerbrokers.

If someone were to tell you you could become a millionaire by age 40 while earning an average income, you might say they're ...

creating a will and other estate planning documents, and more. Don't know where to start? Consider a financial advisor. Finding a financial advisor doesn't have to be hard. SmartAsset's free tool ...