The start of a new year often ushers in a desire to reevaluate goals, reflect on life changes, and set expectations for the ...

Paulina Mejia is national fiduciary counsel at Fiduciary Trust International. With over 20 years of trust and estates practice and advisory experience, Mejia serves the firm’s largest clients, as well ...

AI-powered data intelligence is reshaping financial services, enabling smarter advisor targeting, compliant outreach, and growth.

Whether retirement is just around the corner or a distant milestone, a solid income plan can help you maintain independence, security, and the all-important peace of mind. Planning for retirement is ...

Your financial world is anything but static. Virtually every year, something in your life changes, whether that's receiving a raise, entering a new tax bracket, paying more rent, or canceling a ...

Baby boomers are set to pass on approximately $84 trillion in wealth to heirs by 2045, greatly impacting personal finances and the economy. Wills, trusts, and annual gift strategies can help families ...

Volatile markets can stir up a lot of emotions and concerns for investors—and they may react in ways that spell trouble for their investments. Annuities are just one tool that could help clients make ...

Financial freedom isn’t just for the wealthy elite or finance gurus with massive portfolios. As someone who achieved financial stability, I’ve learned that consistent, intentional choices make all the ...

Ed Note: The Robots Are Coming is a multi-part series by Scott Winters that explores how artificial intelligence is reshaping the role of financial advisors. From humanoid avatars to intelligent ...

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Summer is over, and fall is upon us, bringing the familiar rhythm of a new school year. For many parents, it’s a time to reflect on the future. Naturally, many begin to think about how they can best ...