Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.

Your tax refund -- or lack of -- can tell you a lot about your finances. It may feel great to get a big tax refund, but it doesn't mean it's better. Explore More: 6 Reasons Your Tax Refund Will ...

Real vs. Tax Number: The Great Divide: Your "real number" is what your business is actually worth – the true economic value. Your "tax number" is what you report to the IRS, often adjusted to minimize ...

I am a 75-year-old widower with no kids and I’m still working part time making about $3,500/month. I stuff away $2,000/month ...

Follow our guide with six simple steps to get your first credit card when you're ready -- no pre-established credit score ...

One of the most effective ways to prevent conflict is to have an open conversation with your children about your inheritance ...

“Prior to getting my CFP certification, saving more than 20% ... Now I’m saving at a rate that will get me to my goals and I’ve implemented automatic systems so I won’t have to rely ...

The organization that administers the Certified Financial Planner credential plans to hold webinars to offer government ...

Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, ...

"It's so easy to let fear take the wheel, completely throw your plan out the window, and make rash decisions when there are ...

With demand for financial advisors expected to grow quickly — at a rate of 13% through 2032, according to the Bureau of Labor Statistics — those with college graduation on the horizon would be wise to ...

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...