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Ownership, management and use of the holiday home: That’s the trifecta estate planners and financial advisors need to reckon with if they want to keep the peace.

The Great Wealth Transfer is underway, but advisors say open dialogue within families is crucial to success.

Investors are weighing prospect of higher rates for longer.

When a client talks to their financial advisor about retirement, they want to be assured that they won’t run out of money, but it’s likely they won’t know how long it needs to last.

The Internal Revenue Service is increasing its inflation adjustments for the 2023 tax year after prices for rent, groceries and gas have reached heights not seen in 40 years.

Soon, accounts held by trust may be insured by the FDIC for up to $1.25 million, rather than the current $250,000 limit on many individual accounts.

When looking for a financial advisor, make sure you ask how they’re compensated.

Washington and Wyoming became the 35th and 36th states to sign off on changes mandating a best interest standard for annuity sales and recommendations that were modeled from a 2020 template by the National Association of Insurance Commissioners.

Scams involving members of a group such as a church, known as affinity frauds, pose perils for investors, one attorney notes.

This 84-page handbook provides practical insights into the different stages of the VSED process, including its challenges and unexpected benefits.