To help his clients reach retirement, a financial planner looks ahead to obstacles clients may encounter, and helps protect ...

This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

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

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 ...

Whenever you jump into a conversation on Reddit and the subject of a financial advisor comes up, look out, as it can get the ...

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

The only financial regulations for who can call themselves a financial planner are at the state level. "One example is in Nevada: If you call yourself a financial planner, you have to operate at a ...

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 ...

Gain information about the basics of financial planning, including how to conduct an annual financial checkup, what a fee-only advisor does, and more. RSUs are taxed as ordinary income at ...

For example, some personal financial goals might ... actually sits at the crossroads between personal and business financial planning. It can be tempting to just keep pouring your money back ...

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 ...