Tim Atwill, the head of investment strategy with Parametric Portfolio Associates, an investment adviser and majority-owned subsidiary of Eaton Vance Corp., explains the strategy behind the Parametric Dividend Income Investor (EAPDX) fund. That fund seeks […]

The role of a family business in wealth creation for high net worth families is well known. Less well understood is the role it plays in wealth management for these same families. In this podcast, […]

Near-retirees still have a lot to learn about Social Security retirement benefits and may be leaving money on the table according to a new poll released by Massachusetts Mutual Life Insurance Company. Nearly half (47 […]

Ask people what a financial advisor does, and many will say, “They manage my investments.” That can be true. But it is also a narrow definition of a job that, at its best, is less […]

Finding a financial advisor can feel like dating without a playbook. Titles vary. Services vary. Compensation varies. The best place to start is not a directory. It is a clearer definition of what you need. […]

Arizona offers retirees tax-friendly benefits, including Social Security exemptions and low flat tax rates, making it a cost-effective retirement destination with warm weather and amenities.

PensionBee’s Market Review highlights the dangers for savers who ‘set and forget’ dormant 401(k) accounts.

The Social Security Fairness Act will boost benefits for 3.2M public workers once the agency can plow past multiple roadblocks. Here’s what you need to know.

Swapping your current annuity for a new one could boost your retirement income and potentially lower fees.

“FinStream’s Bob Powell interviews Jeff Christakos, CPA/PFS, on how New Jersey taxes retirees. Subscribe for more personal finance insights.”