Ayana Forward is a Certified Financial Planner based in Ottawa, Ont. She owns Retirement in View, a fee only financial planning firm that specializes in helping clients within one to five years of ...

Financial planning starts with self-awareness. Define what wealth means to you and align money with your values to take control of your finances!

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

The global body overseeing the CFP mark hails milestone year, with the US accounting for most of the 230,000 plus planners ...

FP Alpha is a powerful tool for financial advisors, filling critical gaps in tax, estate, and insurance planning. It ...

What is CFP Certification, and why is it considered the gold standard in financial planning? The CERTIFIED FINANCIAL PLANNER ...

The number of CFP professionals grew globally last year by 3.1% to 230,648, reflecting the demand for financial planners, according to the Financial Planning Standards Board (FPSB). The percentage ...

Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...

Financial advisors and accountants are both financial professionals who assist clients with different aspects of their financial lives. While both jobs involve financial analysis, there are ...

The wealth gap has been increasing since 1992. By 2022, Black households held only $15 of wealth for every $100 held by white ...

Hiring a financial advisor can be a controversial subject. Some people swear by the advice their advisor provides, but others ...