Key takeawaysThe term “financial advisor” isn’t regulated, so it’s important to be careful about who you take advice ...

A FINRA arbitration panel's decision marked a rare rebuke for a large wealth manager seeking to reclaim money it provided an ...

If you're planning to retire at the end of this decade, you only have about 60 months left to squirrel money away and plan ...

I have $1 million in my IRA. Once I reach 73 years of age what are the withdrawal requirements? I retired five years ago with ...

After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my ...

The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires ...

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

Jennifer Allan, a realtor and content creator living in Delaware, revealed she asked ChatGPT, a generative artificial ...

Living trusts generally allow a smoother, more organized settlement of the estate than other probate-avoidance options.

It looks like the questioner received a severance payout of $220,000, which is a handy sum. (Most people get laid off with ...

There’s been a lot of talk about the Big Beautiful Bill and its impact on Americans’ finances. And so far, there are some ...

A rush transcript of "This Week with George Stephanopoulos" airing on Sunday, July 6, 2024 on ABC News is below. This copy ...