It’s too good to be true — but you may not believe it. How to listen when investment pros say ‘back off.’

Losing $150,000 in crypto, being convinced of easy money in real estate, and other dangers from unrealistic expectations.
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I’m a Certified Financial Planner: 3 Wealth-Transfer Tips I Tell My High-Income Clients

Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

I’m 39, my wife is 37 and we have about $315K saved. But we have two young kids and college to think about. How are we doing?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Celebrate World Financial Planning Day every day

On Oct. 8, the world paused to observe World Financial Planning Day—an annual event meant to raise awareness of the power and ...

‘I’m not sold on him.’ My husband loves a financial planner we interviewed; I don’t. His company has no online reviews and his fee is $45 per month. Now what?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Bank of America wades into digital financial planning space

Bank of America Corp said on Monday it is rolling out a digital financial planning tool, wading into a space that has so far been dominated by fintech companies.

Built For Life Financial Agency Highlights How Financial Advisors Create Security and Legacy Through Guidance

Built for Life Financial Agency highlights the evolving role of financial strategists as essential guides helping families navigate mounting economic challenges while building meaningful legacies. The ...