Financial planners share mistakes they see people make when trying to cut back on spending and how to avoid them. Learn how ...

I can't control what the market does in response to tariff news, but I can control how I approach spending, saving, and ...

For example, a financial planner might help you open an individual retirement account (IRA) and a brokerage account, while helping you choose diversified investment funds that you can pretty much ...

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

In the example above, that would come out to $12,500 per quarter. Financial planners tend to be more varied in how they charge their fees. They may use the AUM model, too, or they may use a ...

A financial planning system is a step above a spreadsheet by providing additional analysis tools; however, increasingly, these capabilities are being built into spreadsheets. For example ...

The way you build a foolproof financial plan is by planning consistently. For example, if you’re in your 40s and at the peak of your career and earning years, you might expect your fast-growing ...

For example, when providing advice on life insurance ... Whether you already have an established relationship with a financial planner or are currently searching for one, it is up to you to ...

The certified financial planner certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...