I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you ...

A new income-driven repayment plan in Republicans’ megabill could leave many federal student loan borrowers with larger ...

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

I’m a Certified Financial Planner: 3 Wealth-Transfer Tips I Tell My High-Income Clients June 16, 2025 — 09:16 am EDT. Written by Laura Bogart for ...

I’m a Certified Financial Planner: 3 Wealth-Transfer Tips I Tell My High-Income Clients. Laura Bogart. June 16, 2025 at 9:16 AM. Copied; Ridofranz / iStock.com.

The associate financial planner position is critical to developing a career in financial planning. This involves supporting a CFP with administrative tasks, client documentation and if allowed, ...

Planners using private debt now make up 19.4% of those surveyed, up 55.2% year-over-year. Non-traded REITs experienced a 47.4% increase in usage from 2024, with 14.18% of planners reporting they ...

But if you want more help than that, a fee-only certified financial planner is likely a good bet. While fee-only and fee-based advisers may sound similar, they are not.