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

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 ...

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 ...

Because of our income bracket – we make over $350,000 per year – we cannot contribute to a Roth anymore. We're 61 and 62, and planning to work until at least 67. Do we qualify to convert our 401(k)s ...

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 ...

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 ...

Most people walk into a financial advisor’s office with the wrong checklist. They ask about the CFP after the name, years in ...

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 ...

If you’re going to have a financial advisor, it’s important to find the right person for the job. Ask about license and experience before signing on. Make sure you understand what fees you’ll be ...

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 ...