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

Education Requirement: Complete a CFP Board Registered Program before taking the CFP® exam. Rigorous Exam: The exam consists ...

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

The events for prospective clients may sound old-fashioned or too sales-focused, but marketing experts and advisors explain ...

I plan to leave them an inheritance, but perhaps more importantly I want to teach them to make good financial decisions on ...

It's important you get involved in financial planning now so you're prepared and confident to make decisions when you ...

A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end.

The Great Wealth Transfer is happening now as baby boomers pass away and leave their estates to loved ones. Women are expected to inherit $50 trillion over the next twenty years.

I am approaching the time when I'll take required minimum distributions (RMDs) from my individual retirement account (IRA). I ...

More Kenyans are turning to AI tools like Gemini and ChatGPT for quick, affordable financial advice once reserved for costly ...

The Athlete Who Became a Trusted Planner Brandon Willett didn’t begin his career in a boardroom. His early lessons in ...

My wife (62) and I (60) have $2.4 million in our Edward Jones IRA account and have no mortgage payment and our children are out of the house. Do we really need a financial advisor (at 1%) or could we ...