Should proceeds be paid to a bypass trust for the benefit of the surviving spouse?

Families can use their Expected Family Contribution to determine what type of colleges and universities their children should target, and maximize their chances of obtaining financial aid.

Legal fees and settlements with his victims have sapped over $400 million with more (rightly) to come.

PIMCO and Morningstar have partnered with myTDF to incorporate factors such as an individual’s age, salary, assets, savings rate and company match rate to assign more personalized investment allocations than traditional target date funds.

Almost half of high-net-worth individuals globally said they were highly concerned about a market downturn, according to a UBS Global Wealth Management survey.

The predicted uptick in advisor interest hasn’t materialized—yet.