The financial planner you pick to manage your assets and advise you on key financial decisions affects your retirement and ...

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 ...

Once we are not as concerned about leaving assets to heirs, an entirely new set of possibilities opens up. One of my favorite ...

For Donald Trump, his golf courses are jewels in his self-branded business empire, from the swaying palm trees of Trump National Doral in south Florida to the panoramic sea views of Trump Turnberry on ...

The researchers discovered "large differences in average underinsurance across insurers." In other words, some companies simply tended to underinsure. As insurance shoppers generally prioritize price, ...

Beginning Oct. 14, Hawaiʻi P-20 Partnerships for Education will hold free in-person workshops on Maui, Molokaʻi and Lānaʻi as part of the first of the Statewide Native Hawaiian Scholarship ʻAha Series ...

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

Nearly eight in ten people say financial planning helps them achieve their life goals, a message at the heart of World Financial Planning Day, marked on 8 October to promote smarter money management ...

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.

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

You don’t need to be a millionaire to start a financial plan. You don’t even have to know where you’re headed — at least at first.

THE FACES OF WEALTH MANAGEMENT Joseph Bert, CFP®, Chairman & CEO | Aaron Bert, CFP®, President   Certified Financial Group, ...