Longitudinal analysis published last year by Royal London also revealed that financial planning delivers significant emotional benefits. For example, those who used a planner were far more likely ...

Benefits of working with a financial planner DIY financial planning works for some, but a financial planner brings expert insight and guidance to the table. Financial planners can help you ...

Whole life insurance has many different uses. I often refer to it as the Swiss Army knife of financial planning. But before we get into the benefits of whole life, let's first review some ...

Living trusts don't have to go through the lengthy and expensive probate process. The details of a living trust are not a part of the public record. Living trusts can be revoked or changed while ...

These possible benefits come with potentially high premium ... "The tax attributes alone make it a very successful product in someone's financial plan from a tax perspective," Harjes said.

a financial advisor at Beacon Financial Planning in Hyannis, Massachusetts, said that a 62-year-old client learned she was eligible for survivor benefits from Social Security after the new law ...