The CFP Board says that 2025 ended with another record number of certified planners, but only 24% were women and just 10% ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Discover what sets the Chartered Financial Consultant (ChFC) designation apart, including course details, industry benefits, ...

Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...

As a certified financial planner, I’m often asked, “What’s the best stock to buy?” My answer is always the same: “It depends.” This response may seem vague, but it’s rooted in the understanding that ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit from hiring a financial adviser in 2024. And if you’re looking for one, you can use this ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

A holistic financial plan goes beyond—here’s how to approach it.

Learn how independent financial advisors operate.