So-called blue states ranked higher for tax burden than red ones, with an average ranking of 14.7 on the 50-state list, ...

Bond laddering is a practical strategy for retirement investing, but there are nuances, Wade Pfau and others say.

A new survey of investors with $250,000 to $2 million finds widespread worries about inflation and Social Security.

In order to determine the happiest cities in America, WalletHub compared 182 of the largest ones — including the 150 most ...

Many agents and advisors cultivate niche markets. They have a connection differentiating them from their competitors.

Trust is built up incrementally over time. You don’t suddenly trust someone, you gradually begin to trust them. Within the ...

America’s long-term care services cost more in 2024 across the board thanks to rising occupancy rates and labor costs, according to recent research by Genworth and its CareScout unit.

A recently released survey by CapIntel, a B2B fintech, sheds light on what investors value most in their relationships with financial advisors. It also underscores what can lead to dissatisfaction ...

The American Securities Association has filed a petition challenging the constitutionality of the Municipal Securities ...

In 2024, 9,615 experienced financial advisors changed firms, according to a new report from Diamond Consultants. In context, ...