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

If it feels overwhelming, if you are not sure how to get started, or if you just don’t have the time, don’t worry. This is ...

The many technical planning questions may be moot until spouses can find common ground on money and wealth in general, CFP ...

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

With women currently making up a one-fourth minority of all CFP professionals, new research reveals how highlighting values and busting myths can help move the needle.

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 ...

Since money is the second-biggest reason for divorce (infidelity is first), doesn’t it make sense to get some financial counseling before tying the knot? If you didn’t talk about money in your first ...

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, ...