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Inheritance Tax is a tax on the estate of someone who has died, including property, money and possessions. Here are some tips ...

Geoffrey Bell, who has died aged 85, was a globetrotting financial adviser and the founder of the Group of Thirty, an elite ...

Drawing a pension from a living annuity in retirement needs to be carefully managed, or else you risk running out of money.

The corporate regulator has announced the permanent ban of a Queensland-based former adviser that was sentenced to seven ...

A helpful rule of thumb is the 50/30/20 budgeting framework: allocate 50% of your income to needs (e.g., rent, food, ...

Everyday investors are turning to financial influencers, or ‘fin-fluencers,’ to learn how to manage their finances, but experts say rooting out misinformation is challenging.

"It's hard to overcome a client's enamored passion," said Lili Vasileff, a certified financial planner in Greenwich, Conn. "Time might prove you right [that the marriage was a mistake], but by that ...

Question: “I interviewed five different financial planners trying to find one that best suits my needs. It is difficult to sit through the hype and double talk. I am looking for ...

Legacy Financial Partners, a private wealth advisory practice with Ameriprise Financial, was named to the list of Best-in-State Wealth Management Teams published by Forbes. The list recognizes ...

The bottom line: You have nearly $2 million in debt that you still owe so close to retirement. Unless you plan to go from your current full-time job to that of an active landlord, selling is your ...

What if I told you about a great investment opportunity that involves putting your hard-earned savings into a product that, ...