How Michelle Perry Higgins, principal and financial advisor of California Financial Advisors, is guiding her clients to make smart financial decisions amidst political uncertainty.

Financial planning software can also be useful as a communication tool, Mr. Warwick said. When clients have questions, the ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Savings account yields are much higher than a few years ago Top rates may fall if the Federal Reserve cuts interest rates ...

Today's highest CD rate is 4.94% for a jumbo 6-month CD. CD rates from online banks are commonly twice as high as the ...

Friends, family, and even social media can offer great advice about relationships, car maintenance, mac ‘n’ cheese recipes—a ...

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

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for ...

With the cost of a four-year college degree carrying a six-figure price tag for many families, financial advisors are increasingly prioritizing college planning conversations with their clients.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].