A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...

All told, this means that there will likely be fewer professionals available to help you – and those that are might not have ...

If you're a HENRY (a higher earner, not rich yet) but feel like you still live paycheck to paycheck, there are steps you can ...

Bank receives 5-star rating First Federal Bank of Louisiana has once again received a 5-star rating from BauerFinancial, the ...

Spring cleaning is therapeutic and stops costly problems from building up around the home. Why not tackle the dusty corners ...

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I am a 75-year-old widower with no kids and I’m still working part time making about $3,500/month. I stuff away $2,000/month to an employee sponsored 401(k). I have about $1,100,000 in an IRA account, ...

Wealth360 is Dynamic's fully integrated tech stack, providing advisors with a premier platform featuring a best-in-class fintech suite accessible via a single sign-on. With the addition of Jump, ...

Borrowing at a promo rate from a credit card to invest has short-term benefits but requires planning to avoid high fees and ...

The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...