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The year 2025 marks the beginning of the newest generation, Generation Beta. It's time to start saving for the future.

This collaboration reflects growing demand for integrated retirement guidance across the wealth management industry. In addition to partnering with Hantz, Future Capital also recently began working ...

For workers short on cash, dipping into a 401(k) account can be tempting. However, these accounts are meant for retirement, and there are often tax penalties for those who pull out money for other ...

All told, this means that there will likely be fewer professionals available to help you – and those that are might not have the time to give you as much attention as you need. (Looking for a new ...

A financial advisor can be a valuable investment if you don't have the time, ability, or desire to learn to manage your investments.

Even if you think you're set, the money guru says too often people retire with only enough savings to last a few years.

Since you don't know how long you’re going to be unemployed, it's worth trying to put as much money into an emergency fund as you can in the weeks leading up to your layoff. Cut any non-essential ...

Billionaires Ray Dalio and Paul Tudor Jones are in an elite group of investors. Dalio founded Bridgewater Associates in 1975 and has grown the hedge fund into one of the largest in the world. His net ...

Since 2022, Fidelity Workplace Financial Consultant Yvette Mills has been helping new Duke employees set up their retirement fund and guides others close to retirement. Mills most often meets with ...

Accounting firms and organizations dependent on skilled financial professionals need to act now, devising proactive strategies to navigate this challenge.

Shifting rules on taxes, trade and regulation are creating uncertainty for SMBs. Owners can overcome that by focusing on ...