Financial Advisors

High-net-worth investors have several options when it comes to tax-saving moves. Here’s a look at a few of them.

Health savings accounts are growing rapidly. They are available to consumers with a high-deductible health insurance plan and have a triple tax advantage.

Expecting a baby? It’s important to start thinking about both the short-term and long-term costs of raising a child, say financial advisors.

Many environmental, social and corporate governance investors are seeing portfolio values decline this year. If it continues, how patient will ESG investors be?

Having enough cash set aside to cover big unexpected expenses can feel unattainable. But you may find more money in your budget by making some adjustments.

Experts say settling an estate can take six months to several years, depending on prior planning and simplicity of the assets. Here’s what to know.

Only 19% of women are confident they’re on track to retire without running out of money, according to TIAA. That’s compared to 35% of men.

A tax refund offers a rare opportunity to build a safety net. Here are three ways to stretch the one-time payment.

A rocky start to 2022 has unnerved investors but three sectors — tech, health care and industrials — offer a lot of opportunity.

About 45% of advisors expect to use cryptocurrencies in the future in response to client requests, according to a report from Cerulli Associates.

There are many factors to consider when selecting a financial advisor, from acumen to personal chemistry. Also important: who actually owns the advisor’s firm.

People looking to buy a home for the first time face a steep learning curve. Here are some of the basics from experts in the field.

Whether the return of inflation and a war in Europe will end this bull run is the question of the moment. Young investors, however, have the advantage of time.

Record high inflation could mean an even bigger boost for Social Security beneficiaries next year, according to one early estimate.

Household debt for retirement-age Americans has grown steadily. Here’s what to know about managing debt in retirement.

Research shows that big market drops tend to precede large gains. If you panic-sell when stocks are down, you may miss the upside.

The Federal Reserve is expected to start raising interest rates next week. That will have a big impact on consumers, from loans to investments and savings.

When it comes to remarriage, advisors recommend engaged couples look at their financial pasts, presents and futures before tying the knot again.

The age you claim Social Security largely determines the size of your monthly checks. But there are still ways you can boost that benefit payout.

Health issues and remarriage might prompt you to update your will, but be aware of other life changes that require a review of your estate plan, say experts.