One of the biggest reasons why financial planners' clients stay broke is because they often spend money they don't have -- or that they should have saved.

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What steps does she need to take to ensure retirement at 70?

With so many changes in how people communicate, the lead generation and conversion process seems daunting. But experts say ...

Given the chaos in the world, when approaching your personal finances it’ s tempting to just cover your head and let things take their course. After all, everything has worked ...

Women have only had the right to access credit for about 50 years, and additional laws have since passed that promote gender ...

This year marks the 52nd anniversary of the Equal Credit Opportunity Act of 1974, which protected women's right to access to credit. Before the law, women needed their husbands, fathers or brothers ...

The Dow Jones Industrial Average fell more than 700 points Monday as crude oil prices surged following U.S.-Israel military actions against Iran. A Lexington financial planner says investors should ...

In the latest Money Monday, financial planner Megan Hammann with WealthQuest explained what it is, how to maximize your tax refund and more. See the full interview in the video player at the top of ...

If there’s one issue that every single American is dealing with these days, it’s that costs are going up. But here’s some ...

How Dr. Preston D. Cherry, CFP®, founder of Concurrent Wealth Management, is guiding his Gen X clients on using AI tools responsibly for financial planning and decision-making.

Content by The Cities Private Wealth Group. Learn how The Cities Private Wealth Group is elevating their client experience with a new location in Bettendorf.