CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing ...

Financial planner, Jovan Johnson, shared lessons he's picked up from his wealthiest clients and their common habits, such as ...

Financial planners aren't free, but a professional might be worth the cost if they can help you navigate your investments and ...

A new survey from the CFP Board highlights the double-edged sword of ubiquitous online financial advice from dubious sources.

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

Michelle, though not an attorney herself, suggests having a conversation with your lawyer about writing a clause into your ...

Does money grow on trees? Well, no, but as Certified Financial Planner Barbara Lommen pointed out, one can still find ways to ...

Chelsey Jo Snyder at Crawford Financial Planning in Lewiston has earned her credential as a certified financial planner.

As a Certified Financial Planner professional, I’ve had many conversations with clients lately that all center on the same ...

Sponsor: Peak Retirement Planning, Inc. From filing taxes to enrolling in Medicare to planning for retirement, navigating your financial future can feel overwhelming. That’s why turning to a ...

CNBC Select reports on a new study revealing how few Americans have written a will and what's holding them back.

Kelly Klingaman sees a glaring mismatch: more women are earning big, but few planners are speaking their language.