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

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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 ...

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 ...

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

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

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

For more information about this new offering, financial advisors can visit High-Net-Worth Services for Advisors.

In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on ...

Managing money can be a tricky task, whether you're just trying to set a budget or set yourself up for retirement.

Discover what a Certified Management Accountant does, daily tasks, salaries, and CMA certification requirements to decide if it's the right career for you!

"Clients trust us to secure their financial future. We can't be rolling the dice," a financial planner told Business Insider.