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More than 70% of wealthy families see their funds evaporate by the second generation and nearly 90 percent by the third, ...

PYMNTS reported this week that its survey found just 40% of American consumers are "planners," meaning their strategy for ...

CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing ...

Estate planning isn't just about distributing assets. Working with a financial adviser can ensure you've considered the big ...

Knowing your "why," whether it's a dream for financial freedom 20 years from now or a more immediate goal, is crucial for ...

Find out about the latest happenings in the world of entertainment, and also learn from experts about: relationships, ...

With a new baby joining you shortly, now is the perfect time to rethink what you’re working toward financially. Your ...

Parents face unique money challenges. Here’s how to plan smarter for child care, college costs, and your own long-term ...

As a key facilitator of faster payments, financial institutions can serve as the conduit to deliver the faster payments ...