It’s too good to be true — but you may not believe it. How to listen when investment pros say ‘back off.’

Losing $150,000 in crypto, being convinced of easy money in real estate, and other dangers from unrealistic expectations.
GOBankingRates on MSN

I’m a Certified Financial Planner: 3 Wealth-Transfer Tips I Tell My High-Income Clients

Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

Celebrate World Financial Planning Day every day

On Oct. 8, the world paused to observe World Financial Planning Day—an annual event meant to raise awareness of the power and ...

‘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].

Bank of America wades into digital financial planning space

Bank of America Corp said on Monday it is rolling out a digital financial planning tool, wading into a space that has so far been dominated by fintech companies.

‘Pig butchering,’ fake friends and 8 more of the craziest financial scams that money pros have seen themselves

We asked 10 financial pros to share the money scams they’ve seen — and how to prevent them from happening to you ...
The Fayetteville Observer

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, ...