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Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

While first-quarter home-sale prices were up in most markets, other measures show residential real estate may not be as stable as it appears.

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.