Discover how financial advisors protect wealth and guide families in building a lasting legacy.

Clients who earned more than $106,000 in taxable income two years ago face a hefty surcharge on their Medicare premiums, said Margo Steinlage Kreider, president of Steinlage Insurance Agency in ...

Although some commonly held credit cards don’t charge an annual fee, other popular cards charge hundreds of dollars per year.

Overcoming financial paralysis usually involves taking small steps, not making big, sweeping changes to your financial life.

While diversification has been touted as a cornerstone of smart long-term investing, Charlie Munger claims, "Diversification ...

It makes sense: AI is (currently) free, and a financial adviser is (often) not. Plus, ChatGPT isn't shackled to a set work ...

Your partner lied. Or cheated. Or broke a promise they made to you. How are you supposed to rebuild trust with them after such a transgression? "Trust is not often something that can be rebuilt ...

The company’s new compensation plan aims to reward advisors who are growing their practices and bringing in new clients and more assets. UBS’s U.S. wealth management unit is raising payouts for some ...

George Kamel turned budgeting from a burden into a tool for freedom — going from broke to millionaire by shifting his money mindset.

One of the biggest challenges facing our profession today is the looming advisor shortage with studies estimating we could be short around 70,000 advisors in the coming years and to me, the greatest ...

The White House has struck a deal with pharmaceutical giant Pfizer to lower the cost of prescription drugs for the Medicaid program.