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

Getting financial independence and retiring early (FIRE, it’s called) appeals to many souls. Few individuals actually manage ...

After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my ...

If you want to learn how to make smart financial decisions, save more money and eliminate debt, you're in luck. Today, there are plenty of free online personal finance classes to sharpen your ...

Looking for the best CFP® review course? Compare top options with real insights, pros & cons, and expert picks to help you pass on the first try!

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 ...

Learn what financial advisors do, when to hire one, how much they cost, and what to consider if you’re considering managing your money yourself.

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 ...

Certified financial planners work with these high-income earners to help them turn an initial seed of wealth into a thriving garden that will nourish their heirs and even the descendants they’ll ...

This article originally appeared on GOBankingRates.com: I’m a Certified Financial Planner: 3 Wealth-Transfer Tips I Tell My High-Income Clients ...