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 ...

H iring a financial planner can help you set both short-term and long-term goals for your monetary life, and set out strategies to achieve them. But the cost of a comprehensive fi ...

“Death is not a nice subject to discuss, but as wills are only read some days after someone has passed, without having the ...

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

Financial advisers long have been required to avoid conflicts of interest and act as “fiduciaries,” meaning they must act ...