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

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

The higher standard deduction since 2017 has dramatically reduced itemization. But the new law provides incentive for teachers to consider whether that's feasible.

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's ...

Prioritize expenses: Examine your winter budget and see how much extra you have left for holiday-specific spending (e.g., gifts, decorations, hosting and travel). A financial advisor can help you ...

With fewer CPAs entering the field and client expectations on the rise, advisors are turning to technology and strategic ...

Searching for the best certified financial planners in Austin? Find trusted advisors who help you plan confidently for ...

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

Two members of The Foundry Financial Group, Inc., are now shareholders of the firm and carry leadership titles. Daniel J. Rivet, has been appointed to vice president and ...

A fiduciary is someone required to act in your best interest when providing financial advice or managing your assets. Find ...

That said, holding onto home debt isn’t always the optimal plan. If you’ve got a high-interest mortgage and enough cash to ...