South Carolina’s flat income tax bill could have the majority of residents paying higher income taxes. Find out how.

These key strategies can help to build influence with high-net-worth individuals, who are often looking to an adviser for ...

Major life events set 'Money in Motion,' and prepared advisers will be more successful. How can the wealth management industry help make life these transitions easier for the adviser and the client?

Taking out a personal loan too hastily could lock you into unfavorable terms with an untrustworthy lender. These are the ...

The road to a secure retirement is slightly more intricate for people with pensions. Here are four key issues to consider to ...

Green card holders also should be aware that they are required to live for 183 days in the U.S. every year to maintain their ...

Address: 650 Lake Sammamish Ln NE, Bellevue, Washington (listed by Margo Allan at Compass) Price: $5,478,000 | Specs: 5 beds ...

If you live in one of these eight states, you’re probably paying $1,000 or more above the national average for home insurance ...

After a certain point, having more money in retirement won't make you any happier, new research shows. Instead, physical ...

Most Employee Stock Ownership Plans (ESOP) participants transfer their company stock to a traditional IRA starting around age ...

Tax incentives in oil and gas investments allow for deductions and potential tax-free earnings — benefits accessible only to ...

People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could ...