But behind the scenes, this financial planner — now sober — was struggling with alcohol. Reflecting on that time, the planner ...

Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how ...

New Braunfels investment advisor—has spent more than 20 years helping people make informed, long-term financial decisions.

Discover the real challenges new advisors face in their first year, from client acquisition struggles and tight margins to ...

Financial advisors Suze Orman and Dave Ramsey have taken opposing positions on a fundamental retirement planning question that affects millions of Americans. The disagreement highlights the complexity ...

The young, single and rich face other decisions that require them to see far into the future. Examples include tax planning (such as weighing the advantages of a "mega backdoor Roth" strategy to ...

One of the most fundamental decisions a couple faces is whether to treat money as a joint asset or something to be managed separately. Traditionally, married couples have been expected to keep ...

A 26-year-old lawyer in New York City wants to know if they're on track for retirement, but the most important factors aren't ...

More than 5 percent of Americans over 65 are living with Alzheimer’s dementia, a number that is estimated to grow as the ...

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Here's how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes and other deductions and credits.