Estate Planning
News and advice on wills, trusts, probate and estate planning
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I’ve been a stay-at-home spouse for years and my husband is now retired. His 401(k) is in safe investments, but should we get an adviser to help the money grow?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.
‘I want to start setting up my finances for retirement,’ but I’m wondering: Do I need a financial planner or financial counseling to do it right?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.
Confessions of a financial planner who’s turning 50
A Gen-Xer, business owner and financial planner reflects upon a few lessons learned as she approaches a birthday milestone, and they can help you, too.
My brother-in-law has menial jobs, borrows money and lives with his parents. Will I be his ‘keeper’ after his parents are gone?
‘He has little to no savings despite having lived at home for roughly the last 10 years.’
You want to move to a state with low- or no income tax. Your financial adviser might have another idea.
Consider property taxes, insurance costs and why you're inclined to relocate.
Advisor Practice Management UBS’ Douglas Braff: The Night That Made My Career
The wealth management veteran reveals how stumbling upon an arcane document four decades ago led to an illustrious career.
Worth following: These 6 LGBTQ+ financial influencers
These financial influencers from the LGBTQ+ community offer tips on finding affordable housing, starting a business, and finding resources for family planning.
13 must-dos for your preretirement checklist
If you're five to 10 years away from retirement, it's time to get organized.
I am 60 and plan to retire in March. I have $113K in my 401(k) and no other savings, but I will get an early retirement package of 9 months salary. Should I get a pro to help me?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.
We make $400K a year, but spend $14K a month and need to save for our kids’ college and retirement. Should we hire a pro to help?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.
Advisor Practice Management United Capital, Goldman Sachs Alums Form PE-Backed RIA With National Ambitions
Modern Wealth Management launches with no advisors or clients, but a lot of money and an ambitious growth plan.
Am I too broke to afford a financial adviser?
How much will a financial adviser charge, and do they require a certain amount of money to work with you?
Advisor Practice Management Week’s Best: Fisher Investments Heads to Texas
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
Advisor Planning Strategies Baird’s Tim Steffen: Why Tax Advice Is a Hot Commodity
Baird’s director of advanced planning explains why advisors have done an about-face on talking taxes with clients.
‘Am I being preyed upon?’ After my mother died, my cousin took her designer purse, and my aunt snatched her artwork — but then things really escalated
‘I live paycheck to paycheck due to the high cost of rent and my student-loan debt.’
Did you think a will, a trust and power of attorney were enough? Add this one more thing to your estate plan.
Take the extra step of creating an emergency financial file to spare your loved ones from economic chaos if something happens. Here's what goes in it.
