Discover how financial advisors protect wealth and guide families in building a lasting legacy.

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Unless you’re a financial whiz with time to spend managing your money and ...

Experienced CPA financial planners share best practices to help you establish yourself as a trusted adviser and ensure a successful and productive engagement. Tax time provides an excellent ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s not impossible. But for most people, it’s a long shot. And just as a ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

ARLINGTON, Va. (7News) — Would you turn to Artificial Intelligence (AI) for financial planning? Alexander Harmsen is hoping you’ll say yes; he came up with the idea for an AI program after growing ...

CFPs Brad Stanek and Paulina Matel at Morgan Stanley lay out the personal financial planning moves every dealership owner ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...