A coalition of leading financial planning organizations today asked a House committee to reinstate the tax deduction for financial advice, which was cancelled as part of the Tax Cuts and Jobs Act ...
While previous generations made money just to create a fat bottom line, Gen Z appears driven to create balanced lives. As ...
Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative ...
The Hispanic community is taking the U.S. economy by storm. Projections suggest that Latinos will hold $2.6 trillion in purchasing power over the next three years, a growth that outpaces that of ...
ChatGPT has taken the world by storm since OpenAI released it to the public in November 2022. Today, people use it for literally everything — from planning their trips around the globe and debugging ...
Women are rewriting the rules of financial advice, embracing a hands-on, community-driven approach to money management. A new survey by the digital banking company Laurel Road reveals that 65% of ...
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Everyday investors are turning to financial influencers, or ‘fin-fluencers,’ to learn how to manage their finances, but experts say rooting out misinformation is challenging. By Isabella Kwai Isabella ...
But the quality of financial advice from influencers can be inconsistent, and financial decisions carry more risk than other tips found on social media, like trying a new recipe or hairstyle. This ...
If I'd shout one piece of financial advice from the rooftops (or at least casually mention it over a cup of coffee), it would be this: Make a plan, review it annually and update it when life changes.
Question: My cousin recently advised me that he had been working with a financial planner for years and is going to retire at 55. I live in the U.K. Is it advisable to hire a financial planner in the ...
The April 15 deadline for filing taxes is fast approaching. For last-minute tax tips that should make filing a little less painful, host Michel Martin talks with Lynette Khalfani-Cox, co-founder of ...