I’m a Financial Planner: 5 Retirement Moves You’ll Regret in 10 Years

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

Mills Wealth Advisors Welcomes Fifth Certified Financial Planner to Team

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, ...
InsuranceNewsNet

Dauby of Onyx Private Wealth earns certified financial planner certification

Maddie Dauby of Onyx Private Wealth has earned her CERTIFIED FINANCIAL PLANNER ® certification. The exam covers the following areas: Professional Conduct and Regulations, General Principles of ...

‘I’m not sold on him.’ My husband loves a financial planner we interviewed; I don’t. His company has no online reviews and his fee is $45 per month. Now what?

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

Tax advice is a no-no for many financial advisors. Tax guidance is not

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...
Charlotte Observer

Education Prerequisites

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...