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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

SEC Commissioner Elisse Walter backed the implementation of a uniform fiduciary standard for all investment professionals on Wednesday.

Back in the mid-1980s, a prominent financial planner (whose name escapes me) used to call it ― the dirty little secret of financial planning. He was referring to the fact that financial planners almost never got paid for doing financial planning — an observation that is still true today.

The Big Short, the hit black comedy about colorful Wall Street outsiders who bet against the housing market when they detect it is propped up on rotten subprime loans, was yesterday nominated for five Academy Awards: Best Picture, Best Director, Best Adapted Screenplay, Best Supporting Actor and Best Film Editing.

Trusts are an excellent way to provide for the support and care of children while protecting them.

You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in place and carefully organized.

Will I have to pay federal income taxes on my Social Security benefits when I retire?