The AmeriFlex Group(R) ("the firm"), a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today announced that Plymouth, Massachusetts-based Blue Hills Wealth Management and ...

Something remarkable is happening in Freed-Hardeman University's personal financial planning program. In just 18 months, ...

Answer: We have good news. You can use the money in your HSA (Health Savings Account) if you are enrolled in Medicare.

There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...

"Bogart Wealth has entered a new stage of organizational maturity," said James Bogart, Founder and CEO of Bogart Wealth. "Each of these appointments enhances our ability to deliver a seamless client ...

In today’s edition of “CT BUZZ,” Reporter Alison Demers welcomed Ben Fuchs, founder of Fuchs Financial, who joined her in the ...

For many couples, money is a touchy subject that's best avoided. However, financial advisors Heather and Douglas Boneparth ...

Over the past month, Lemonade ( LMND +0.66%) has been the best-performing stock in my portfolio by a wide margin, up by more ...

About 3 in 4 U.S. adults (74%) now say being debt-free is a key part of how they define financial success, according to KeyBank’s Annual Financial Mobility Survey released last week. The bank’s survey ...

Among the “top financial fears” of Americans, a survey by WalletHub found that 35% of respondents said an unplanned emergency ...

Here’s our weekly roundup of the most-read articles at Barron’s Advisor. The managing partner of $2.8-billion-asset SC3F Wealth Management Group on growing his business and guiding clients through the ...

Next-generation advisor Dominic Altobelli was excited about his wife’s first pregnancy. Then an ultrasound revealed frightening news: identical twins that were joined together. For clients who can’t ...