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

Discover how financial advisors protect wealth and guide families in building a lasting legacy.

I’ve had a financial advisor, who is a certified financial planner (CFP), since December of last year. I really find his ...

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

Financial planners share their top retirement strategies, from utilizing Roth accounts to delaying Social Security to ...

An advisor can help you plan for a new financial future during your divorce proceedings and after the ink has dried ...

My best workout weeks are the ones when I write in my calendar what I'm going to do that morning. Monday is a 3-mile run. Tuesday is plyometrics. The point is that there is a plan, and if I write it ...

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. Angie Breeding lost ...

On September 17, the Federal Reserve made its first interest rate cut of 2025, lowering its federal funds rate by 25 basis points — or a quarter of a percent — to the 4%-4.25% range [1]. It's a move ...

Are you prepared for the possibility of needing long-term care in the future? This may include care in a nursing home, an assisted living facility or home health care. According to the ...

The American College of Financial Services shows the value of designations by focusing on specialized areas of planning, helping consumers find professionals who match their needs.

Experts say taking a digital detox can help you save hundreds of dollars in some cases. When Jessica Dickson deleted social-media apps from her phone to curb her habit of scrolling throughout the day, ...