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

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 ...

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 ...

Getting ahead financially often requires discipline and strategy, but it’s possible for anyone to take at least a few steps toward more solid financial footing. Nate Hanft, CFP, a senior vice ...

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 ...

Learn essential steps for marrying a saver or spender. Discover financial planning tips to balance different spending habits ...

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 ...

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 ...

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 ...

Many small business owners overlook financial planning, often waiting until it’s too late. A well-crafted financial plan provides business owners with clarity, stability and control. Bruce Helmer and ...

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, ...

The Exit Planning Institute releases a new advisor-focused resource highlighting a proven, integrated approach to ...