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, ...

Get the pick of the week's best stories and fascinating features direct to your inbox every Saturday and Sunday morning 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 ...

A financial counselor is a professional who helps individuals and families manage their personal finances by offering ...

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

To reduce equity gaps, nonprofit groups are investing in resources that help learners at historically Black institutions plan ...

Excessive fees can erode financial returns, highlighting the value of professional guidance in effectively managing costs.

Many high-income earners find themselves at a crossroads when it comes to optimizing their financial strategies for the ...

Learn how to use an HSA for retirement savings, tax advantages, and medical expenses. Maximize your Health Savings Account ...