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With financial planning traditionally dominated by men, the industry faces detrimental challenges in keeping up with high-achieving women. With women comprising only 23.4% of Certified Financial ...

He has dedicated his financial planning efforts to helping clients see past the short – term market swings and focus on the big picture, so they can behave in ways that will help them reach both ...

Heath Ledger’s Joker wasn’t just a symbol of chaos—he may have accidentally offered a blueprint for financial clarity. From ...

You can start a systematic investment plan today, but determine your financial goals, how much you'd like to contribute, and ...

Financial planners aren't free, but a professional might be worth the cost if they can help you navigate your investments and tax situation more effectively.

TV6 Investigates met Monday with Christa Ku, an associate financial advisor at The Cities Private Wealth Group in Davenport, to try to make sense of this for regular folks in the Quad-Cities.

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls ...

Here are a few key areas to consider: 1. Assess investment tax efficiency. Your tax return can offer a wealth of insight into how your investments are impacting your overall tax liability.