This article follows up on my previous piece on Moneyweb, published on 9 January 2025, titled I am retiring in the next 12 months: What should I do? I received many questions from readers, one of the ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Financial Partners Group ("FPG"), an investment advisory and ...

Resilient Nittany Lion:From Haiti to Penn State football to the CFP: Why Smith Vilbert never 'gave up.' A solid evening of taking care of business, from punter Riley Thompson to kicker Ryan Barker to ...

They subdued star tailback Ashton Jeanty from beginning to end. And yet the heavily-favored Lions sputtered and stuttered on both sides of the ball in the middle of this CFP quarterfinal Fiesta Bowl ...

Using forms of credit to pay for emergencies should be a “last resort,” one financial advisor says. Here’s why.

Small business owners manage a lot of ... so it adapts with your use of the Card, your payment history, credit record, financial resources known to us, and other factors. Just remember, the ...

Approval for a business credit card is typically based on your personal credit and financial history rather than your business financials, which is good news for new businesses and sometimes side ...

Financial services company Ally Financial (NYSE:ALLY) has reached an agreement to sell its credit card business to CardWorks. The transaction is expected to close in 2025, subject to the ...

The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...

And if you’re looking for exactly what your money resolution should be, we chatted with certified financial planners ... by government policies,” says CFP Nicky Amore.