Some clients who are just five to 10 years shy of their golden years are still $500,000 away from paying off their mortgage, ...

Passive income is the ultimate financial dream. Unfortunately, it's often just that: a dream, not a reality. As a financial planner, I have to be honest with you and say passive income is a bit of a ...

If you're considering taking out a personal loan to invest in stocks, property or otherwise — then you need to make sure ...

Taxes can eat into your profits when you're investing in gold. Here's what to know about the taxes you might owe.

It's National Financial Planning Month, and money strategies are best started early. Experts say to always be sure purchases ...

I've been working with my financial planner since 2017, so I asked if she could boil her go-to investing advice down to three ...

Wealth Management magazine honored David Rae with their coveted “Advisor with Heart” award. He is president of DRM Wealth Management, based in Los Angeles, serving clients American are worried about ...

Check out some of the best books about financial literacy for women, recommended by female financial experts: “Financial Feminist: Overcome the Patriarchy's Bullsh*t to Master Your Money and Build a ...

Actually, let us correct that; we all love you now, more than you've ever been loved before. But we may all end up hating you, eventually. And that's probably the bigger crisis. But first, the ...

Here is a breakdown of these options, along with information regarding their cost and top features. Betterment offers to help ...

A financial planner explains what to expect for your investments in the short term and what to prioritize for the long term.

An irrevocable life insurance trust (ILIT) helps minimize estate and gift taxes, provides creditor protection, and protects government benefits.