Most Americans believe that to gain long-term financial security, seeking professional financial advice early between the ages of 25 and 39 is "highly important" or "critical." This is one of the ...
Forbes contributors publish independent expert analyses and insights. Christian Weller is an economist focused on retirement inequality. Eroding economic fortunes in 2025 would be a remarkable ...
In 2024, 4.1 million Americans turned 65. Additionally, 54% of Americans aged 40—49 are part of the “sandwich” generation, having both a parent over 65 and at least one child younger than 18. As a ...
Building deeper customer relationships now depends on how well banks understand and address the financial challenges consumers face. The 2025 U.S. Financial Health and Advice Satisfaction Study offers ...
Jordyn joined Investopedia in February 2025. She was previously a freelance writer covering lifestyle, entertainment, politics in the Midwest, and more. alvaro gonzalez / Getty Images Two-thirds of ...
ChatGPT can help with a lot of things, from searching to generating images to planning outlines. But when it comes to financial advice, it’s probably best to leave it to the (human) experts. Nearly ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Credit card brand Aqua has updated its 2024 Financial Learnings and ...
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Vanguard Survey Highlights Emotional and Time-Saving Benefits of Personalized Financial Advice
VALLEY FORGE, PA — Investors who receive personalized financial advice are reaping far more than just improved portfolio performance, according to new research from Vanguard. The firm’s Emotional & ...
Federal research highlights gaps in who gets financial guidance and where they turn for it ...
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