Advisors

Tom Grill | Getty Images Eva Dion’s 62nd birthday meant one thing to her husband, Jim. It was time for her to collect Social Security. “I’m from the old school,” Jim, 74, said. “Grab the money while you can.” Yet before Eva made her decision, she mulled it over with her financial advisor, Carolyn McClanahan,

Hero Images | Hero Images | Getty Images Talking about money is one of the most important skills to being a fiscally responsible and literate person. However, 44% of Americans surveyed would rather discuss death, religion or politics than talk about personal finance with a loved one. Why? Two major reasons are embarrassment and fear

By 2016, certified financial planner Kirk Francis had helped numerous small-business owners implement strategies for exiting work. Yet he didn’t have a succession plan in place for his own firm. “I sat there going, ‘Hmmm … the cobbler’s son has no shoes,'” said Francis, CEO and chief compliance officer at Financial Life Advisors in San

Millennials have a certain reputation for being the most interested in investments that also do good for the world. But sustainable investing is really of interest to all investors across all age groups, according to new research from Morningstar. The investment research firm found that a majority of the U.S. population — 72% — is

You’ve probably heard of the Nissan Leaf, Chevrolet Bolt and Tesla Model 3. And most car companies, if they are not selling an electric vehicle, are working on bringing one to market. But consumers in the market for new cars have a right to ask “are we there yet?” when it comes to whether it

When investors are deciding where to stash their cash for retirement, there are several options. Americans rely more and more on saving in their employer-sponsored 401(k) plans — which are heavily funded by tax-deferred salary deferrals from the employee and tax-deferred employer matching contributions. Once employment ends, these 401(k) plan accounts are often rolled over

S&P Dow Jones Indices, a unit of S&P Global Inc., is launching an environmental, social and governance version of its S&P 500 Index in an effort to meet increased investor demand for impact-investment products based on U.S. equities. In the coming months, S&P DJI will also launch a global family of ESG indices based on

If you’re looking in your 401(k) plan for investments that back clean energy or gender and racial diversity, you may have a tough time finding them. A recent survey from Natixis Investment Managers finds that many workers would be more likely to save for retirement if their employer-sponsored retirement plan offered socially-conscious investments. Of the

You don’t need a million dollars to live a luxurious retirement — so long as you’re willing to leave the United States behind. “Most people assume that a high-flying existence like that is the purview of the rich and famous alone,” said Jennifer Stevens, the executive editor of International Living. They’re wrong, Stevens said. The

While Lyft was preparing to go public this week in an IPO valuing the rideshare company above $20 billion, Facebook was preparing for something else: a lawsuit from the federal government over discriminatory housing ads. That probably wasn’t in the minds of investors back in 2012 when the social network was the Silicon Valley start-up

President Donald Trump loves climate-wrecking coal and hates the climate-saving Paris Agreement. Meanwhile, forward-looking impact investors hate the problems of burning coal and its financial downside – and love portfolios of companies and funds pursuing climate solutions, which can have stronger returns. This love-hate split has motivated investors – and eco-focused ESG investment funds —

You want to make money on your investments and put your money to work to do good in the world at the same time. But you don’t want to get taken for a ride. Enter the new world of sustainability ratings, which allow you to track how well the impact investments stack up when it