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This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Meet Lisa, a 42-year-old marketing director who’s finally ...

I’m 65, nearly retired, with a $2M nest egg and no real debt. Do I need to keep paying for a financial planner when I’m this ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A Reddit user is very undecided about whether he should ...

Rae Hartley Beck first started writing about personal finance in 2011 with a regular column in her college newspaper as a staff writer. Since then she has become a leader in the Financial Independence ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

The AI tool didn’t just break down financial terms on the fly. Soon, it became his go-to financial assistant with help on ...

Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...

Five years ago, the SEC launched a regulation for broker-dealers called Reg BI, which requires broker-dealers to act “as if” they are fiduciaries. That isn’t really what the regulation says, but it’s ...