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Jacqueline Schadeck is a certified financial planner based in D.C. (Courtesy Nathan Pearcy) D.C.-based financial planner Jacqueline Schadeck didn’t grow up with much, and when her mother finally came ...

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If you find it hard to plan for retirement, here is a little secret: It is hard for everyone–even the world’s foremost experts on the topic. Take Christine Benz, for example. As the longtime director ...

The Hispanic community is taking the U.S. economy by storm. Projections suggest that Latinos will hold $2.6 trillion in purchasing power over the next three years, a growth that outpaces that of ...

SIOUX CITY (KTIV) - From end-of-the-year charitable giving to maximizing your contributions to your retirement account, there’s a lot to consider as 2024 comes to a close. KTIV’s Matt Breen sat down ...

When it comes to finding the right financial planner, knowing the right questions to ask can save a lot of time and money. It's also a decision that can affect your life for years to come. We asked ...

An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to ...

Financial advisors should follow their own advice on retirement and plan well ahead. Here are a few tips on how to retire and sell your practice.

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

If you’re not an expert in money matters, choosing a financial advisor to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well because they can be ...

As the old adage goes, if at first you don't succeed, try, try again. But as this week's round of the CFP exam kicks off, with tests scheduled from July 11 to July 18, those who fail will have to ask ...