Some retirees face a survivor's penalty on their taxes after a spouse dies. Here's how to reduce the burden, advisors say.

Here’s how to chart a realistic course to financial freedom.

Something remarkable is happening in Freed-Hardeman University's personal financial planning program. In just 18 months, ...

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

Yes, you can achieve financial independence, even if it seems elusive. While it may not be an easy journey, these are the ...

Who is making the CFP? Joel Klatt points to which teams are in control, which teams are on the bubble, and which teams needs a miracle.

The AI tool didn’t just break down financial terms on the fly. Soon, it became his go-to financial assistant with help on ...

Discover the latest press releases from Hergenroeder Financial Advisors, Inc. with the Baltimore Business Journal's ...

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 ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

I’m starting to prepare for the future of the business I founded, especially when I retire or am no longer able to run the company. The plan is for my adult children, or others, to take the helm.

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's ...