As you enter your 40s and 50s, retirement feels less like a dream and more like an eventuality. During this time, many people ...

Nearly 9 in 10 CFP professionals say their clients’ financial objectives are at-risk due to the pending expiration of the Tax Cuts and Jobs Act of 2017.

Major life events set 'Money in Motion,' and prepared advisers will be more successful. How can the wealth management industry help make life these transitions easier for the adviser and the client?

Amid the continuing fog of financial uncertainty from DOGE layoffs and buyouts, CFP professionals and RIAs are raising their ...

If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of ...

Holistic retirement planning is about more than just accumulating wealth; it’s about aligning your financial strategy with ...

A seasoned expert with years of coaching has shared essential questions that reveal much about a financial advisor’s ...

Henn, founder and CEO of Harvest Financial Advisors, shares insights into embracing bold strategies for financial success ...

Seniors can and should get aggressive about downsizing their debt. Credit card debt is often the most expensive and should be the first to go. Many retired seniors are hesitant to sell investments, ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP ® professionals, today announced actions taken to uphold its ethical standards, ...

A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...