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Before saving for retirement, young investors are advised to pay down high-interest debts and build an emergency fund, an expert says.

Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.

They may look good on paper, but such investments also come with thorny challenges.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

Which is better? An SEP plan or solo 401(k)?

But health care is probably more expensive.

Robert Cook’s pay far outshines that of other SRO chiefs.

An otherwise simple strategy has many pitfalls.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

A client's retirement savings depends on four key factors, says the leading RIA executive.

Single women in their early 60s have saved roughly $37,000 less than men.

It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.

Superstitions with catchy phrases persist.

Target-date funds can help risk-averse young clients ease into investing.

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

There are dangerous misconceptions that can lead to financial hardships in retirement.

They say banks have good policies but discourage use of them.

Early planning for potential tax hikes is key.

Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.