Challenges of value in IT budgets, how a rate cut helps businesses, Trump exponentially increases H-1B visa costs.

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

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 ...

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

Managing your health is always a priority, especially as a senior. Adopt a healthy lifestyle by eating a well-balanced diet, ...

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 ...