We recently downsized and put our savings in CDs, the stock market and mutual funds. We also have rental properties and would ...

It's National Financial Planning Month, and money strategies are best started early. Experts say to always be sure purchases ...

I've been working with my financial planner since 2017, so I asked if she could boil her go-to investing advice down to three ...

Wealth Management magazine honored David Rae with their coveted “Advisor with Heart” award. He is president of DRM Wealth Management, based in Los Angeles, serving clients American are worried about ...

Actually, let us correct that; we all love you now, more than you've ever been loved before. But we may all end up hating you, eventually. And that's probably the bigger crisis. But first, the ...

A custodial account may be best for those who want to save money for their children but don't want them to have access to the cash until they are adults. The money is held in the child's name, but ...

Here is a breakdown of these options, along with information regarding their cost and top features. Betterment offers to help ...

A financial planner explains what to expect for your investments in the short term and what to prioritize for the long term.

An irrevocable life insurance trust (ILIT) helps minimize estate and gift taxes, provides creditor protection, and protects government benefits.

The U.S. Federal Reserve cut interest rates in September, and more cuts are expected at least into 2025. Earnings on cash are ...

Kim Clark is a veteran financial journalist who has worked at Fortune, U.S News & World Report and Money magazines. She was ...

Many people would prefer to discuss anything—including politics—if it means they don't have to talk about money. But ...