I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I'm at the 35% federal tax rate currently and plan to make a similar ...

Robert Furst is a wealth advisor at Merrill Lynch with two kids under 10. He shares how he is already safe guarding his ...

As a Certified Financial Planner (CFP) and someone who edits personal finance content for a living, I’ve seen firsthand how ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Creating a budget and saving money for the future is something experts advise, but with recent swings in the market some ...

In many relationships, couples naturally settle into roles. Changing who handles the finances helps to build awareness.

Many people mistakenly equate financial advice with portfolio reviews or buying insurance. In reality, true financial ...

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.