Gen Y is taking saving seriously, a new survey shows. But they still don't know who to trust for financial advice.

Q: "We established a living trust this past year and put our home and two rentals into it. Most of our investments are in IRAs, and I don't want to put them into the trust....

You can inexpensively plan for a donation from your 401(k) while retaining access to the account if you need it.

Acknowledging faith and spirituality helps people better understand their financial goals — and stick to them.

Q: “At what net worth should I consider getting a money manager?” A: There is no magic number for when you need help. Similarly, you don’t have to wait for your net worth to hit...

Prospective clients want to know how good a financial adviser is at investing, but information about returns can be incomplete and misleading.