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One of the biggest expenses during retirement is health care. You might think that Medicare will cover most or all of your medical costs, but this is not the case for many.

The United States is a country with significant wealth. A recent study revealed that about 10 million American families have a net worth of $1 million or more.

Psychologist and behavioral finance expert Daniel Crosby provided 10 rules to manage clients’ investment behavior at FSI summit.

What if the answer to solving most of your money problems was all in your head?

Andrew Bowden of OCIE also provides update on OCIE’s never-examined advisor initiative.

Group suggests gauging sophistication of individuals based on knowledge, or limiting the portion of a portfolio that can be invested in private placements.

Choosing the right financial advisor is one of the biggest decisions you’ll make for your financial future. Be sure to use all the free resources available to you in your vetting process.

Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan has decided to sell his home and move to a retirement community.

The planning fallacy is our tendency to underestimate the time, costs and risks of future actions while overestimating the benefits.

Linda & George own a $2 million commercial building. It is fully leased with fixed payment leases. Linda & George are strong supporters of a local charity…