Finder.com reports that ChatGPT can provide general financial advice, but it lacks specific guidance and should not replace ...

The future of finance lies not in choosing between human advisors and AI but in harmonizing the strengths of both to deliver ...

A financial plan can help you direct how you organize your finances, from the small, short-term questions to the big, ...

Estate planning isn't just about distributing assets. Working with a financial adviser can ensure you've considered the big ...

Instead of jumping straight into portfolio design or tax strategies, real financial planning begins with reflection.

A financial advisor shares the worst financial meltdown he’s witnessed—and the key money lessons everyone should take from it ...

Or you may want to engage in lifetime gifting instead. This can be incorporated into a financial plan as well. Do-it-yourself financial planning comes with some advantages. “It’s low (or no) cost," ...

You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that.

CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing the industry.

A new TIAA Institute survey found that a vast majority of 401(k) plan participants are interested in accessing fixed ...

Dear Eric: I am a woman in my 60s with six siblings. Our parents are in their early 90s and have raised us to be thoughtful ...

Do-it-yourself financial planning comes with some advantages. “It’s low (or no) cost," explains Trevor Ausen, CFP and RICP of Authentic Life Financial Planning.