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Take the hypothetical example of Dave, 50-year-old IT professional who wants to retire at 60. His financial advisor, after ...

Take the hypothetical example of Dave, 50-year-old IT professional who wants to retire at 60. His financial advisor, after ...

In the 1999 comedy classic "Office Space," two management consultants, Bob Slydell and Bob Porter, are hired to make a company, Initech, run more efficiently, mainly by reducing employee head count.

The hardest part of working with a financial advisor is sometimes knowing what to say when you sit down across the table or ...

Ideally, it’s safe to say that a majority of people would love to have a personal fortune that may require working with a ...

Discover whether saving $1 million is truly necessary to retire in 2025 -- and what matters most instead of chasing a magic ...

Understand how retirement advisors help clients with retirement income planning, tax strategies and investment guidance Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy ...

Question: “My mom passed away in 2022, and I believe the financial adviser helped my brother steal my mother’s money. In addition to being the only family member who knew the adviser, my brother was ...

When it comes to debt, math and emotion don’t always align — sometimes keeping that home loan is the smarter move.

Key steps, taxes and family considerations of inherited property.

That's according to the inaugural U.S. News-AdvisorFinder "Advisor Outlook Index," which asked financial advisors to share their predictions on markets, retirement conditions, the tax climate and ...