Certified financial planner and business founder Steve Dudash '99 will be honored as the 2024 IWU Alumni Entrepreneur of the ...

In turn, her financial situation and needs remain ambiguous. I reached out to Valerie Rivera, a certified financial planner and founder of FirstGen Wealth, a virtual, fee-only financial life planning ...

Applications to refinance a home loan surged 20% last week compared with the previous week, according to the Mortgage Bankers ...

First is shorter-term CDs (those maturing in 18 months or less). These tend to be highly reactive to the Fed's moves. In fact, one of our top banks was offering a 9-month CD with a 5.10% APY prior to ...

Expert describes retirement income preferences in four dimensions: probability, safety, optionality and commitment.

Remember the old adage: You get what you pay for. Editor’s note: Dr. Nicole B. Simpson is a dedicated certified financial planner and the CEO and founder of Harvest Wealth Financial.

My husband and I were married for 10 months before he passed away. But we were together for eight years. He had a very healthy pension, probably about $8,000 a month. We called to find out what the ...

The 30-day savings rule is a money-saving technique that aims to curb impulse purchases that lead to regret. In short, it ...

As the cost of living continues to be a top financial concern for people around the world, professional body and educational ...

Tax planning when saving for retirement differs significantly from when the focus turns to spending down a retirement nest ...

Charles Schwab Corp. (ticker: SCHW) has made investing more accessible to retail and institutional investors since 1971. The company's brokerage accounts make it easy to buy and sell ...

One way to keep up with your habits is to download an app like Rocket Money or Goodbudget that help you track spending, set ...