Expert Financial Advisor Scott Ferguson Explains Why Having a Written Financial Plan Matters in HelloNation

Hope alone is not a strategy. Ferguson believes that a written financial plan is essential for connecting money to life goals ...

I've worked in global banking for 25 years. These are the 6 most important pieces of financial advice I tell family and friends.

Racquel Oden, US head of wealth and private banking at HSBC, shares how to start saving immediately and prioritize ...

What investors need to know about financial advisor fees

There are many types of compensation models for financial advisors, and each comes with pros and cons for consumers.
The Texas Tribune on MSN

Data centers are thirsty for Texas’ water, but state planners don’t know how much they will need

A wave of massive data centers is expanding across Texas, prompting warnings from experts who say the new water demands could ...

How to Become a CFP®: What You Need to Know

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

‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to ...

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

The Power Of A Comprehensive Financial Plan

A detailed financial plan can provide clarity about your situation, help you adapt to changes and serve as a road map toward ...

‘I’m in dire straits.’ I’m 73 and my Florida home – once worth $1.3M – was hit by a hurricane and I can’t sell now. My Social Security is under $2K per month. Now ...

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

I'm 65 with two young children: How can I provide for when I'm gone, but also make them good with money?

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

How seminars drive organic growth for financial advisors

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

On Her Mind: Tulsa financial planner prepares women for Great Wealth Transfer

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.

It pays to have a financial plan for every stage of life

“The reality is that we all have financial goals and requirements at every stage of our adult life, and a simple financial ...