JMG Financial Group — Top 100 Financial Advisors 2025
JMG Financial Group, based in Downers Grove, Illinois, is ranked No. 37 on this year’s CNBC Financial Advisor…
Pittenger & Anderson — Top 100 Financial Advisors 2025
Pittenger & Anderson, based in Lincoln, Nebraska, is ranked No. 5 on this year’s CNBC Financial Advisor 100…
Pros and cons of robo-advisors versus human financial advisor
Alvaro Gonzalez | Moment | Getty Images In some cases, an investor can simply rely on a robo-advisor…
Red flags to watch out for when picking a financial advisor
Image Source | Image Source | Getty Images Whether through a friend of a friend or on FinTok, there…
Treasury, IRS finalize rule for 401(k) catch-up contributions
Kate_sept2004 | E+ | Getty Images The IRS and U.S. Department of the Treasury this week finalized rules…
‘Super catch-up’ 401(k) contributions for 2025 are still in play
Kate_sept2004 | E+ | Getty Images If you’re an older worker who wants to boost retirement savings, you…
Inflation is retirees’ ‘greatest enemy’
M Swiet Productions | Getty Images As a financial planner in the early 90s, William “Bill” Bengen confronted…
‘What’s the point’ of saving money
Xavier Lorenzo | Moment | Getty Images Gen Z seems to have a case of economic malaise. Nearly…
Average 401(k) balances fall due to market volatility, Fidelity says
A few months of market swings have taken a toll on retirement savers. The average 401(k) balance fell…