Start the new year on the right financial foot with essential tips to assess your current financial position, save money, and ...

Key Takeaways Financial planners say retirees are more likely to outlive their savings due to poor planning and spending habits.Experts recommend keeping five years of income needs in safer assets and ...

As you age, your financial priorities can shift to focus more on preserving wealth, ensuring a steady income stream and covering healthcare costs. As a senior, effective financial planning can help ...

Jacqueline Schadeck is a certified financial planner based in D.C. (Courtesy Nathan Pearcy) D.C.-based financial planner Jacqueline Schadeck didn’t grow up with much, and when her mother finally came ...

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

Being your own boss creates big opportunities for tax savings — but only if financial advisors and their clients understand all of the complex rules surrounding self-employment, experts said.

Affiliate links for the products on this page are from partners that compensate us and terms apply to offers listed (see our advertiser disclosure with our list of partners for more details). However, ...

Deciding to use artificial intelligence to obtain financial advice may sound like the tagline of a Steven Spielberg film with a disastrous final act; but, in fact, many individuals are doing exactly ...

From investing to building an emergency fund, here are five tips for financial planning as a '20 something' as we ring in the ...

A good advisor works to stay informed on the latest economic trends, market demographic changes and new strategies for growing their clients' investments. But it can be difficult to stay ahead of the ...