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Finra says the firm failed to detect and prevent theft of approximately $1.3 million from an 89-year-old man’s account

The “five-finger” financial checkup encourages you to evaluate your financial health with five simple questions.

Wrap fee programs—when investment advisor “wraps” a portfolio’s advisory fees and commissions into a single, all-inclusive fee—are designed to protect clients from churning.

A new report by financial advisor and Nerd’s Eye View blogger Michael Kitces reveals that most people will never draw down their retirement portfolio. Why?

For nearly a decade, the rules allowing for a tax-free Qualified Charitable Distribution directly from an IRA to a charity have been on-again, off-again, a part of the infamous Tax Extenders that would lapse and be reinstated every other year.

Bruce DeBoskey: What I’ve learned from my practice

POLST (Physician Orders for Life-Sustaining Treatment) is an approach to improving end-of-life care in the United States, encouraging doctors to speak with patients and create specific medical orders to be honored by health care workers during a medical crisis.

The U.S. has laws and procedures to protect those who buy and sell property that could be contaminated, but there is little that protects heirs.

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?

I’m approaching 65 and am interested in a Medicare Advantage plan to cover my healthcare and medications. What tips can you provide to help me pick a plan?