Politics is now the No. 1 money worry, financial planners say
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff…
Here are some of the biggest required minimum distribution mistakes
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
How to talk about money as a couple: ‘Money Together’ authors
Douglas and Heather Boneparth Photo: Sylvie Rosokoff Love is complicated. Add in money and it gets even more…
Inherited IRAs have a key withdrawal change for 2025. What to know
If you inherited an individual retirement account, there is a key change for 2025 that — without action…
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…
Inflation is retirees’ ‘greatest enemy’
M Swiet Productions | Getty Images As a financial planner in the early 90s, William “Bill” Bengen confronted…