The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

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

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].

Within the financial advisory industry, there's plenty of debate about whether the fee-only model is always best for clients. That's a separate question from adhering to the fiduciary ...

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

Raising a child can cost over $300,000 from birth to age 17. Here's how to build a financial foundation for your family without losing sight of your long-term goals.

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

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

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

Tips and tricks on building a successful niche. This week, Eric Franklin of Prospero Wealth on financial planning for tech ...