This is Sean Wilson, a Certified Financial Planner based in Calgary, Alberta.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

I am 63 years old and plan on retiring at 65. My annual income will be roughly $130,000 and my home is paid for. My 401(k) at this time has $180,000 in it. What is my next step for a comfortable ...

Finance experts and people looking to move into finance roles must keep pace with these changes and continue to upskill to ...

According to a recent survey conducted by the Certified Financial Planner (CFP) Board in October 2024, eliminating debt has emerged as a top financial goal for 2025, ringing in at No. 3, just behind ...

Sydenham Institute of Management Studies, Research, and Entrepreneurship Education (SIMSREE) has launched the M.Sc. Finance ...

You may wonder if you need a certified public accountant (CPA), especially if you’re running a business or have complex ...

In a recent social media post, B Padmanaban, a Certified Financial Planner, noted that some investors have expressed ...

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...

On Tuesday, the Overland Park, Kansas-headquartered RIA giant headed by Peter Mallouk revealed it has acquired Maxwell Wealth ...

“I bought too much house before I was a CFP professional,” says Williams. “One money rule you hear – that always seems to be ...