I am a mother, partner, daughter, sister and certified financial planner. With nearly 15 years in the financial services industry, a significant portion of my day is dedicated to assisting clients in ...

Financial adviser Devin Carroll got right to work over the Fourth of July weekend assessing his clients’ tax obligations ...

Financial planner Katherine Fox is flipping the script on inheriting money, which can come with feelings of shame or guilt.

Certified financial planner and public accountant Robert Zalokar, who is the president of LifeGoals Financial in Owosso, ...

One proponent argues that fiscal fasting pushes people to confront spending habits. But other financial experts prefer a more ...

Pro bono work is often a priority for financial advisors, but less than a fifth of CFPs actually volunteer. It feels good to ...

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

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

SAN FRANCISCO, CA, UNITED STATES, June 20, 2025 /EINPresswire / -- Seasoned financial expert and Certified Financial Planner Bose Odueke has released her groundbreaking debut book, Steps to Your ...

The author has over 10 years of experience as a certified public accountant and financial planner. Most of his wealthy clients have common habits, mindsets, and wealth-building strategies.

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP ...