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

Learn how to use Excel's What-If Analysis tools to master your finances and achieve your savings or loan goals effortlessly.

Waiting until a crisis hits is a recipe for stress, bad decisions, and family drama. Let’s get ahead of that before your next family gathering turns into a courtroom.

A financial system is more than a portfolio. It integrates all aspects of your financial life, aligns short-term decisions ...

As a Certified Financial Planner (CFP) and someone who edits personal finance content for a living, I’ve seen firsthand how ...

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

Many people mistakenly equate financial advice with portfolio reviews or buying insurance. In reality, true financial ...

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

Navigate retirement planning with confidence. Actionable advice on budgeting, investing, and understanding your net worth ...

The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...

The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...

Understand how early retirement impacts survivor benefits. Learn if your spouse's reduced Social Security at 63 will affect ...