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 71 years old and, thus, on the horizon of facing required minimum distributions from my traditional IRA accounts. My ...

Personal finance is a personal experience — and sometimes even money pros personally struggle to follow tried-and-true finance advice. From saving for retirement to building a retirement fund ...

The next wave of growth in wealth management is women. Advisers need to learn to meet their needs, author says.

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

Navigating the thousands of Social Security benefits rules is tough, but there are three ways to contact the Social Security Administration should you need help.

Like other businesses, financial advisory firms have rushed to embrace diversity, equity, and inclusion. What are the reputed benefits and how are firms approaching DEI?

There is more to life than building wealth — and indeed, building it is only half the battle. Whether running a business, ...

Many members of the U.S. military qualify for special tax breaks that aren’t available to other Americans. Here’s what to ...