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In the financial services industry, the term “fiduciary” gets thrown around a lot—so often, in fact, that it can start to lose meaning. A simple definition of a fiduciary is […]

Interest rates are high at the moment. Though that may be a painful reality if you’re interested in borrowing money or you have a significant amount of credit card debt,

Downsizing is a great way to declutter and simplify your life, which is why many retirees do just that. But if you’re downsizing because you have no other choice, due to bad

If you want to pass wealth on to your children, you don’t need to be rich now. Many assets that people already own could be used to help your children down

The modern era has brought heightened levels of convenience, comfort, and efficiency to virtually every aspect of life. Digital tools allow us to work, shop, and learn from anywhere, removing

Credit card debt can be hard to deal with in this economy. Persistent inflation is causing prices to grow and today’s higher interest rate environment is causing credit card rates to rise,

For decades, the 60/40 portfolio—a blend of 60% stocks and 40% bonds—has been seen as the gold standard for retirement planning.

If you can’t afford to buy a car with cash, financing a vehicle tends to be a lot more expensive than it was a few years ago.

You may be able to lock in a high interest rate now, but long-term CD rates could change soon. Here’s what to know.

It’s time to consider whether high-yield savings rates could increase in the new year.