Real estate investing can be an excellent strategy to build wealth. Not only can it provide good diversification for your clients’ investment portfolio, but this can also give them predictable and ...

As most advisors know, effective estate planning takes a whole team, including certified public accountants, estate and elder law attorneys, and insurance specialists. Some client estates may be large ...

Recently, I've found myself and many of my clients watching our parents age. Along with that, we've seen the struggle that can ensue when they are trying to manage their affairs. If your parents are ...

Creative financing for real estate offers investors a range of options beyond traditional bank loans, making it possible to acquire properties without hefty down payments or perfect credit scores.

For investors, the starting point when considering real estate funds is education and awareness. The many types of real estate funds include publicly traded real estate investment trusts (REITs) and ...

Reader email: I interviewed many advisors for a year from standalone people to those at big firms. All, without exception, wanted to sell the real estate and convert it to stocks (they all had ...

Financial Planners and Estate Planners serve distinct roles in helping individuals manage their wealth. Financial Planners focus on achieving financial goals within an individual's lifetime. They help ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

A person's home is often their most valuable asset, but some wealth managers say it shouldn't be thought of as an investment. Welcome back to "Ask an Advisor," the advice column where real financial ...

Kiah Treece is a former attorney, small business owner and personal finance coach with extensive experience in real estate and financing. Her focus is on demystifying debt to help consumers and ...

A financial power of attorney authorizes someone to handle your financial affairs if you can’t. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...