People ask CFP Malik S. Lee for the secret sauce — the commonalities he sees in his wealthiest financial-planning clients ...

“The tax benefits of a 529 plan vary by state. Many states offer a tax deduction for contributions made within the year, ...

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How much do you need to retire at 55? Early retirement usually requires a strong command of expenses and savings beyond ...

Beginning in 2024, the SECURE Act 2.0 will index IRA catchup contribution limits for inflation, making it likely that higher ...

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We spoke to financial advisers to find out what their clients are asking them following the Budget and how many of the ...

Here are the key steps to take. Step 1: Find a Qualified Attorney ...

A study finds nearly half of all Americans lack confidence when making money-related decisions. Consumer Investigator Rachel ...

A financial counselor is a professional who helps individuals and families manage their personal finances by offering ...

House Republicans vying to chair the Financial Services Committee are ramping up their campaigns to win over key GOP powerbrokers.

To reduce equity gaps, nonprofit groups are investing in resources that help learners at historically Black institutions plan ...