For our initial consultation with a financial planner, they are asking for documents that include mortgage debt and the worth ...

I am eight years younger than my spouse. He retired at 61 and just took Social Security at 62. I left my full time job at the ...

My wife and I are 30 and 34. We have $950,000 in Roth IRAs, $900,000 in mutual funds and five-year CDs and we own our home ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

Triskaidekaphobia — the fear of the number 13 — has endured for centuries. Though the origins of this popular belief are uncertain, the effects can be seen to this day. Ever notice how some hotels ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified Financial advisor fees are often around 1%, but whether this is worth it ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...