Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

In fact, Vanguard Group, the home of passive indexing, estimates that working with an advisor can add up to 3% annually in ...

Learn how much the average person receives in Social Security at age 65 and explore strategies to maximize benefits and ...

Discover how 401(k) balances in your 40s and 50s stack up and learn smart strategies to grow savings, such as catch-up ...

Setting up a trust can be an important step in estate planning, helping you manage assets, protect beneficiaries and simplify ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...

To me, financial resilience is about reversibility. How quickly can a company change course without breaking itself? I look beyond cash flow to customer concentration, the fixed-versus-variable cost ...

The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.

Most adults 55–64 have far less saved than they'll need. Here's the updated guidance on how to close the gap while you're still working.

See what the average net worth of 88-year-old Americans is, understand the common factors that go into influencing that ...

When it comes to money, Britain does need to learn. Currently, 47 per cent of people say they aren't confident in managing ...

Before a crisis forces the issue, we have to plan for the unexpected – and here's how to build mental-capacity risk and long-term care costs into your financial plan.