Retiring at 55 sounds like a dream come true with no more alarm clocks, no more meetings, just the freedom to do what you ...

Question: “I think I need a new financial adviser because I feel like I’m being eaten up by fees. I don’t know where to turn. What are reasonable fees and when can someone DIY their finances instead ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Today, only about one-third of American millionaires consider themselves wealthy, according to a recent study.

Have you watched The Gilded Age on HBO? It’s a textbook on how involvement with charities gets “new money” onto the first rung of the ladder to socialize with “old money” and attempt to gain entry ...

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

The old saying goes, "You have to spend money to make money." And as it pertains to investments, that saying rings true for any number of reasons. You have to use your money to invest—you can't buy a ...

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. Don't miss the latest investment and personal finances news, market analysis, plus money-saving ...

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...

Do you need a financial advisor and what do they do? It’s one of the most important questions to your financial life and I’ll explain everything you need to know about financial advisors. I’ll also ...

The clear message to RIAs in 2025: Growth is the industry’s biggest opportunity and one of its most persistent challenges. Few people have their finger on that pulse as firmly as Shawnette Gauer, ...

SoFi Technologies is an online-only, nationally chartered bank that operates as a full-service digital financial platform. It's known for its range of financial products, competitive interest rates, ...