Considering exchange-traded funds? Find out if they’re a good choice for your portfolio.
Financial planning should start with identifying and evaluating your needs and current resources before determining a strategy to achieve your objectives.
In addition to acknowledging the emotional effects a divorce can have, it's important to be aware of how your financial position may be impacted.
How divorce can impact both your current and long-term financial situations.
As you look ahead to retirement, it’s smart to consider opening an individual retirement account (IRA). Learn about two popular types: traditional and Roth IRAs.
Very few investors realize the importance that sequence of returns risk may have on their ability to enjoy a successful retirement.
Take diversification a step further by investing in global markets. Find out if holding some foreign stocks in your investment portfolio could be a strategy for you.
The question isn’t whether to rebalance your investment portfolio, but when and how frequently. Done thoughtfully, there are ways to rebalance while keeping tax implications to a minimum.
Here are some steps you can take to be sure your investment portfolio is on the right course for your future.
The key to successful investing is defining your goals and dreams for the future and then to establish plans to achieve those goals.
Looking for a financial advisor to help you with your financial planning? Here are four key questions to ask when researching candidates.
If you have questions about your finances, it can be difficult to determine whom to ask. We break down the roles of financial experts to help you find the advisers you need.
Have you recently received an inheritance? Financial planning is key. Use this five-step approach to ensure that you make the most of your windfall.
If you're one who likes to support worthy causes, make sure to take advantage of the tax benefits that come with your gifts.
The idea behind asset allocation is that because not all investments are alike, you can balance risk and return in your portfolio by spreading your investment dollars among different types of assets, such as stocks, bonds, and cash alternatives. It doesn't guarantee a profit or ensure against a loss, of course, but it can help you manage the level and type of risk you face.
Property taxes vary wildly from state to state.
Does your financial plan address more than just retirement? Find out what types of planning make sense for you.
With the year-end fast approaching, and April 15th not too far on the horizon, it’s still not too late to anticipate your tax liability for 2016 and take action to potentially reduce it.
Financial planning is a process that can help you reach your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.
Managing financial risk is crucial for your retirement plans. Learn what the top three risks are and how to defend against them.
SunTrust explains what you can expect when you sit down with a financial advisor to go over your financial goals and create a financial plan.
SunTrust asks a former financial advisor about his best money management tips for people in their 20s.
You’ll need a retirement plan to make sure that you’ll be able to live comfortably in retirement without exhausting your retirement savings.
The key to making sound choices, researchers say, is to understand three basic building blocks of finance: compounding, inflation and diversification.
Find out how a financial advisor can help you and your family plan for life’s expenses, including retirement plans, savings and investments.
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