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Start building savings, managing debt and investing early in your 20s and 30s. Maximize retirement contributions and refine long-term strategies in your 40s and 50s. In retirement, shift focus to ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Traditional financial planning often assumes that income remains stable or grows predictably. But there are numerous risks to income—career disruptions, economic downturns, and technological ...

Estate planning and financial literacy should go hand in hand. Yet, in the U.S., we have a fundamental problem: Financial education is largely missing from our school systems. We don’t teach our kids ...

No matter what stage you find yourself in with your finances, there’s always room for improvement. And there’s never been a better time to get on track with your money than now. According to Lewis, ...