I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

However, you don’t have to be a member of the Rockefeller or Walton families to set up and benefit from a trust. “Trusts are ...

With Social Security, if you’re under full retirement age, earning too much with a new job could reduce your benefits ...

FOX 35 discusses student loan paybacks. Financial planner, CFP®, AIF® and the Founder of Certified Financial Group, Inc, Joe ...

I turn 73 this year and plan to leave most of my estate to charity. Outside of QCDs, are there other ways I can give my estate away? What type of finance professional can help me work through this and ...

For many Canadians, retirement is a date circled on a calendar rather than a concept. It is a moment in time when rush hour ...

Sydney Woodward, CFP®, Financial Planner at Yeske Buie Inc., has been awarded The Osaic Award for NextGen Advisor of the Year ...

Fidelity recommends putting aside three times your annual income by age 40. Here's how to get the most out of your savings to ensure a smooth retirement.

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It’s important to tailor this amount to your personal circumstances. If you have a very stable job and multiple income streams, perhaps three months is sufficient. If your income is more volatile, you ...