One proponent argues that fiscal fasting pushes people to confront spending habits. But other financial experts prefer a more ...

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

When hiring a financial adviser, ask these 10 questions to help you find the right person to manage your nest egg. After all, ...

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

Kimberly Palmer writes for NerdWallet. Email: [email protected]. Twitter: @kimberlypalmer. The article 7 Things Financial Experts Wish They Knew in High School originally appeared on NerdWallet.

When people hear the phrase “financial planning,” they often think about stocks, retirement accounts, or maybe their 401(k). And while those are important pieces of the puzzle, true planning goes ...

Opinions about how to invest are everywhere online, and that can be a problem, according to a new survey from the CFP Board, the group that oversees the Certified Financial Planner credential.

Wealth Management alum and executive financial planner Frances Schmidt shares advice for acing the Certified Financial Planner (CFP®) exam.

SAN FRANCISCO, CA, UNITED STATES, June 20, 2025 /EINPresswire / -- Seasoned financial expert and Certified Financial Planner Bose Odueke has released her groundbreaking debut book, Steps to Your ...

Rachel Gustafson serves as a certified financial planner with the Financial Investment Team, a firm based in Portland, Oregon. Over the course of a 12-year career in the field, she has a specialty ...

Check Out: Use This Checklist to See if Your Family Is Financially Secure Certified financial planners work with these high-income earners to help them turn an initial seed of wealth into a ...