financial planning

Is financial stress getting in the way of your work? Psychologist and executive coach Dr. Lisa Orbe-Austin joins Current to discuss how more employers are offering tools for workers to achieve financial wellness.

High-net-worth investors have several options when it comes to tax-saving moves. Here’s a look at a few of them.

Whether or not couples keep joint accounts could make or break a relationship, according to research. Here’s why.

Many environmental, social and corporate governance investors are seeing portfolio values decline this year. If it continues, how patient will ESG investors be?

Having enough cash set aside to cover big unexpected expenses can feel unattainable. But you may find more money in your budget by making some adjustments.

Experts say settling an estate can take six months to several years, depending on prior planning and simplicity of the assets. Here’s what to know.

About 45% of advisors expect to use cryptocurrencies in the future in response to client requests, according to a report from Cerulli Associates.

There are many factors to consider when selecting a financial advisor, from acumen to personal chemistry. Also important: who actually owns the advisor’s firm.

People looking to buy a home for the first time face a steep learning curve. Here are some of the basics from experts in the field.

The ongoing Russia-Ukraine war is hurting Americans’ financial outlook, causing many to pause investing, according to a survey. Here’s why that’s a problem.

Household debt for retirement-age Americans has grown steadily. Here’s what to know about managing debt in retirement.

Fraudsters prey on fear to get people to cough up money. Here’s what to watch out for and how you can help stop these schemes.

The Federal Reserve sent $9 trillion into U.S. bond markets amid recent emergencies. Reducing the balance of this portfolio could spark a recession.

Research shows that big market drops tend to precede large gains. If you panic-sell when stocks are down, you may miss the upside.

About 43% of couples who are married, in a civil partnership or living together only have joint accounts, according to a new survey.

When it comes to remarriage, advisors recommend engaged couples look at their financial pasts, presents and futures before tying the knot again.

The age you claim Social Security largely determines the size of your monthly checks. But there are still ways you can boost that benefit payout.

Research finds the more financially constrained you feel, the less happy you’ll likely be with what you buy.

Health issues and remarriage might prompt you to update your will, but be aware of other life changes that require a review of your estate plan, say experts.

Suze Orman has never shared a bank account with her partner of 20 years. The financial expert recommends all couples follow this simple formula to pay bills.