Certified financial planners and other wealth management executives share the steps you need to take in the event of an economic downturn ...

Wondering if you can trust your financial advisor? Learn what red flags to watch for and how to choose a reliable, ...

In today’s economy, with rising costs and uncertainty, retirement income planning has become more critical than ever.

Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries ...

Certified financial planners and other wealth managers discuss the pros and cons of certificates of deposit and whether or ...

Roughly three-quarters of Americans believe coming off a parent’s cell phone plan is one of the ultimate signs of adulting, ...

Contrary to viral claims, Social Security has not raised the retirement age to 68. No formal proposal has reached Congress or ...

When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask around, and one name comes up time and again as a real ...

Specifically, ask whether your advisor holds the Certified Financial Planner ® designation, which is the internationally recognised standard for financial planning professionals.

To obtain her certification, she completed financial coursework at an accredited college or university, and passed a six-hour exam. Daily headlines, straight to your inbox Read it online first and ...

Neither is inherently good or bad," said Keith Spencer, CFP, founder and financial planner at Spencer Financial Planning, LLC. ... certified financial planner and CEO of 11 Financial.

A financial planner can look at your full picture—income, expenses, investments, insurance, taxes—and help you figure out whether your current path gets you where you want to go. MORE FOR YOU 3.