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 ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That ...

In today’s fast-paced financial landscape, relying solely on budget hacks to build wealth is increasingly seen as insufficient. A recent article from Kiplinger emphasizes that while budgeting is ...

In today’s digital age, most of your personal financial information exists somewhere online. While this can make managing your financial life much easier and more efficient, it can also put you at ...

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our ...

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 ...

A good advisor works to stay informed on the latest economic trends, market demographic changes and new strategies for growing their clients' investments. But it can be difficult to stay ahead of the ...

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 ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

Affiliate links for the products on this page are from partners that compensate us and terms apply to offers listed (see our advertiser disclosure with our list of partners for more details). However, ...

Deciding to use artificial intelligence to obtain financial advice may sound like the tagline of a Steven Spielberg film with a disastrous final act; but, in fact, many individuals are doing exactly ...