Genuine wealth management can only happen through a holistic approach to wealth planning. It requires caring and taking the ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

There is a chartered financial consultant (ChFC) designation issued through the American College of Financial Services that a ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

How to Strategize for the Future ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council*, a lack of personal finance knowledge costs the ...

April 5 couldn't have been easy. Panic consumed the day after a near 6% S&P sell-off. But the American College of Financial Services' Advising Through Uncertainty Study has found that most financial ...

Recently, FP Canada also deepened its international engagement by partnering with the Financial Planning Institute of ...

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 ...