Roger Wohlner is a contributing writer for Bankrate.
Being a fiduciary means that you act in the best interests of others. In the case of a financial advisor, the National Association of Personal Financial Advisors (NAPFA) specifies that a fiduciary should [...]
Whether you’re climbing the corporate ladder or looking to preserve a vast fortune for your heirs, this guide can get you started with wealth management.
Looking to help out a great cause while also gaining a number of key advantages? Here’s how a charitable trust works.
Here are the key details of FINRA, some of its benefits and how it differs from the SEC.
This revocable trust has all its income and deductions reported on the owner’s tax return. Learn more about how it works.
A solo 401(k) offers the same employee contribution limits as a 401(k) with an employer.
Divorce is a major personal and financial event for most people. Here’s some costly mistakes to steer clear of.
This specific type of will is generally created in conjunction with a trust. Here’s what to know.
You might find yourself with a lump sum for any number of reasons. Should you invest it all at once?
Here’s how a reverse split works and why some companies do them.
An annuity can provide lifetime income. But they come with several advantages and disadvantages to know about.