Explore essential steps to become a successful retirement coach, guiding clients through financial and emotional aspects of ...

you may want to consider sitting down with a financial advisor or a certified financial planner (CFP). 1. You're young When I ...

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...

Stein is a CPA, CFP, and CIMA — certified investment management ... Detachment from financial habits "One of the things I ...

When choosing a financial planner, the best policy is always to choose a fiduciary so you know the products and services they recommend are best for you, not them. Certified financial planner (CFP ...

Huyen "Grace" Nguyen started her own business last year helping area residents understand more about their personal finances.

“I struggled with the rule of contributing 15% of my income to retirement,” says certified financial planner Chelsea Ransom ... changes I have made since becoming a CFP professional is paying ...

Planning for a divorce comes with many issues including dividing marital assets and debt, custody issues, and spousal support ...

From podcasts to technology, advisors are turning to modern offerings for help building new relationships with clients and ...

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.

Lily Martin, a WKU finance major, combines her passion for business and math in financial planning. Through her Honors capstone, she revamped WKU’s financial coach training, enhancing student ...