These top-ranked locations combine decent nest eggs with a manageable cost of living, a Seniorly analysis finds.

They're far from strangers, so offering guidance risks affecting personal relationships — making it a prospecting challenge.

AssetMark said Friday that it plans to offer alternative asset classes, with new capabilities expected to launch in the fourth quarter. The strategic initiative will integrate private assets into ...

While economic conditions vary, it takes $731,492 on average to be part of this elite group, SmartAsset reports.

While many fund owners are making smaller repeat gifts and big responsive donations, most charities prefer the former.

Tired of giving up a large share of your hard-earned revenue? You’re not alone. Financial advisors are leaving big wirehouses in record numbers—and for good reason. Independent advisors earn ...

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The OBBB made permanent the favorable treatment for student loan assistance provided through educational assistance programs (EAPs), which was previously set to expire after 2025. The law also ...

The TCJA created a new tax credit for employers that provide paid family and medical leave to qualifying employees. The original credit was temporary and, although extended once, was set to expire ...

Exchange-traded funds that invest in dividend-paying stocks are attractive, Dziubinski said, because they maintain a ...

The per-adult averages ranged from $459, in Oregon, up to more than $2,000, with a median of $734. For a look at the 12 states with the highest per-adult life insurance premium spending, see the ...

Business owners, Simpson noted, have many ways to prepare for possible disruptions, whether due to natural disasters or other ...