Retirement planner Tyler End shares common misconceptions about Medicare, long-term care, and aging costs.

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Reports of fraud in investment accounts are on the rise. The Federal Trade Commission reported 107,699 instances of ...

The College for Financial Planning—A Kaplan Company launches undergraduate certificates for aspiring financial services ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Financial advisor Clay Cooper canceled 12-plus autopay subscriptions ruining his budget. Here are 10 autopay bills draining ...

Anyone can call himself or herself a financial planner. If you are ready to seek the services of a financial planner, and to ...