With the exception of tax preparation, how do you determine when a certified public accountant (CPA) is needed versus a ...

USA TODAY will publish its annual list of best financial advisors in April and invites readers to help determine the top firms.

RIAs and independent firms are forming apprentice-style programs to develop junior advisors and offering clear paths to ...

Working with a financial advisor can help you navigate the ins and outs of your pension, including payment options and tax implications. Need expert guidance when it comes to managing your money or ...

Feelings should not overshadow your focus when assessing the potential impact of a second Trump presidency on your finances, ...

If you're stressed out about finances, it never hurts to get advice from a qualified professional. But with so many financial ...

In a move that was widely anticipated, the Federal Reserve has cut the federal funds rate by 0.25 percentage points, to a new ...

Diverse Career Paths: A Series 63 license enables careers in roles like securities sales, mutual fund representation, and investment advising. Enhanced Credibility: This license demonstrates expertise ...

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

The Tax Cuts and Jobs Act of 2017, a law that increased the estate tax exemption, is scheduled to sunset next year, which could mean big changes for wealthy Americans.

If given the power to change a single industry issue, addressing the expiring Tax Cuts and Jobs Act of 2017 is what wealth ...

The marketing that some financial advisers use to attract clients can be misleading. Make sure you don’t fall for their "trustwashing," writes Intelligent Investor columnist Jason Zweig. Read more her ...