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Finance

You could face the ‘survivor’s penalty’ after a spouse dies — here’s how to avoid it

Andrew Bret Wallis | The Image Bank | Getty ImagesAfter a spouse dies, some retirees face a costly surprise — higher taxes.Couples, however, can...

Finance

The next U.S. president could face a tax battle in 2025 — here’s what it means for investors

This combination of pictures created on October 25, 2024 shows US Vice-President and Democratic Presidential candidate Kamala Harris in Houston, Texas on October 25,...

Finance

Parents are not confident they can teach kids about investing. Here’s how advisors say to get started

The vast majority of parents agree it's critical that their children learn about investing, but few feel completely confident in their ability to teach...

Finance

What top financial advisors are telling investors about the market impact of the U.S. presidential election

A voter works on his ballot at a polling station at theElena Bozeman Government Center in Arlington, Virginia, on September 20, 2024. Early in-person...

Finance

4 ways to make your home down payment savings grow, according to top-ranked advisors

Saving for a home down payment can feel challenging, given current real estate prices. Using the right assets can help give your balance a...

Finance

How financial advisors are factoring for emotions in money management

New technologies have given people access to more information and new tools to manage their money.Robo-advisors can build and rebalance portfolios based on customer...

Finance

Artificial intelligence, great wealth transfer: Why this financial analyst sees a rosy time ahead for stocks

Longhua Liao | Moment | Getty ImagesSome investors may worry about market volatility ahead, given a contentious presidential race, lingering inflation, sinking consumer sentiment...

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