The journey to becoming a financial advisor often begins with a bachelor's degree in a field such as finance, economics, accounting, or business. Courses in these fields provide a foundation in ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

Being a financial advisor has its pros and cons. Among the downsides: long working hours and potential challenges growing your business. But in this field, the pros seem to outweigh the cons; this is ...

If you’ve ever worked with a financial planner, you could be forgiven for thinking it’s an incredibly complex profession that takes years of intense study to even get started. But the door is easier ...

Jaclyn Does My Job is now streaming on the WCIA 3+ streaming app. In this episode, ciLiving Host Jaclyn Friedlander talks with John Savarino of Rooted Wealth Advisors to learn about his career. John ...

For all of the transformative capabilities of artificial intelligence (AI), AI chatbots are still in their infancy stage. While applications like ChatGPT provide generic information that can be used ...

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(StatePoint) With kids beginning a new school year, you may be wondering how to further your own education and career. Whether you’re already in financial services or thinking of changing careers, ...

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As college costs rise and financial strategies become more complex, many affluent families are asking if 529 plans are still the smartest way to save for a child's or grandchild's education. The short ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...