The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

Think you're set for retirement? A financial planner reveals 5 common mistakes that could cost you big in the next ...

To help ensure you reach your savings goals and enjoy financial security in your golden years, be aware of these common pitfalls. The key is to be proactive, informed and flexible.

A retirement planner is a professional who specializes in helping people create a retirement plan geared toward their specific needs and goals. This plan includes everything from current income and ...

As a tax reporter for CNBC and a certified financial planner, I focus on tax strategy all year, including how certain moves may affect long-term plans. Here's how I've tackled tax planning in my ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s not impossible. But for most people, it’s a long shot. And just as a ...

BRYN MAWR, Pa., May 11, 2015 /PRNewswire-USNewswire/ -- With approximately 10,000 Americans reaching the age of 65 every day for the next 16 years and in need of a secure retirement plan, the ...

Mills Wealth Advisors announced that Helen Esomo has earned the CERTIFIED FINANCIAL PLANNER certification, becoming the firm’s fifth CFP professional. Esomo satisfied CFP Board’s education, exam, ...