It seems the 4% rule is now the 4.7% rule. Three decades after financial planner William Bengen came up with a simple yet ...

This article explores five fundamental aspects of personal finance and suggests strategies to improve how you manage them.

Open enrollment season is just around the corner. For most, this is the only time of year when you have a chance to make ...

Managing an equitable division of assets, selling a home, negotiating alimony and splitting retirement accounts are among the ...

Have an issue with your financial planner 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 ...

No matter their age, everyone can benefit from financial education. Clients need context to better understand how our financial plan recommendations can help them reach their goals.

Facing sudden expenses can be daunting for small businesses. A dedicated emergency fund safeguards your operations. In this ...

Katey Davern, a 46-year-old in St. Paul, Minnesota, has learned firsthand just how much paperwork is involved when planning ...

Whether you lived through the Great Depression or have been on the edge of your seat through the Great Recession, planning ...

Here's how finance leaders can move beyond fragile automation and disconnected systems to build intelligent, learning-based ...

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