In the home stretch of the fourth quarter of the year, financial planner Rupa Pereira of Apex, North Carolina-based FWJ Planning and Erin Wood, the senior vice president of financial planning and ...

Check the Securities and Exchange Commission's Investment Advisor Public Disclosure and the Financial Industry Regulatory ...

Financial advisors are many things, but an oracle is not one of them. The quality of the advice you get from them depends on ...

This story is paid for by an advertiser. Members of the editorial and news staff of the USA TODAY Network were not involved in the creation of this content. shapecharge, Getty Images Do you have a ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

One of the best times for financial advisors and tax professionals to display their value to clients comes at the end of the year, according to more than a half dozen experts. The last quarter of the ...

AI can explain retirement planning basics in seconds, but financial pros say there are key factors it may miss when the ...

I recently caught up with industry veteran Bob Veres. Veres publishes Inside Information, a newsletter service for financial advisors. He shared his insights on the evolving landscape of financial ...

Life events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" ...

Hispanic Heritage Month is observed each year from Sept. 15 to Oct. 15. During this time, contributions made in the United States by Hispanics are celebrated. A spotlight is placed on history and ...

Retirement marks an exciting new chapter in life, filled with possibilities for relaxation, exploration, and time with loved ones. But alongside these opportunities comes the need for careful ...

If not, you may be leaving money on the table and always wondering if you made the correct decision. A married couple on average will collect approximately $1,500,000 in Social Security benefits over ...