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How much do you know about money? The way you answer this question determines a lot about how ready you are to retire, says ...
Your 50s are a critical time for retirement planning. Here are five expert-backed financial moves that can make or break your long-term retirement success.
A financial maintenance calendar can help you organize and manage your financial life and relieve the stress of setting your goals. Learn what’s needed.
Most investors acknowledge that they could benefit from professional advice, with 70% of plan participants agreeing that a financial professional could do a better job of managing their retirement ...
Jill Schlesinger answers your top money questions It doesn't take $1 million to achieve the top predictor of financial well-being, according to new research from investment firm Vanguard.
The paper appears to have been well received since its publication, Professor Ma said, not least because he has been approached to review a growing number of research work on financial forecasting.
The research reveals insights into the use and impact of AI in financial planning, with two in three financial planners reporting that their firms are already using AI or planning to adopt it ...
Buying or selling a book of business in wealth management requires careful research for financial advisors.
The definitive guide for financial advisors on how to help athletes and entertainers find savings on the state jock tax ...
The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research Award for work about spending trends in retirement and ...
Steer clear of these four financial planning misconceptions in 2025 Common financial planning myths debunked: investment planning isn't the same as financial planning, borrowing to invest is risky ...