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The basics of best interests.

Any advisor can pick investments that make money for clients over the long haul. Your challenge: Take that burgeoning wealth and guide your clients’ choices, so the money makes their lives better.

Not understanding how your money adviser gets paid could cost you handsomely

Most consumers don’t know that there are two primary regulators for financial advisors and that one of those bodies is not governmental, but a self-regulatory body.

I have been thinking about getting a long-term care insurance policy, but have found the monthly premiums to be very expensive. How can I find cheaper coverage?

Helping LTC Caregivers Find Needed Resources.

When a financial adviser or insurance agent suggests you buy an annuity, is he looking to serve your best interests—or to collect an iPad and a trip to Aruba?

Lawmakers’ approvals at the end of 2015 ONCE again brought qualified charitable distributions back to life.

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment tools, you may wonder whether you still need a living, breathing financial adviser.

Strict laws providing for a presumption of fraud or undue influence may cause unintended consequences