A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with you to get to an achievable goal.

A holistic financial plan goes beyond—here’s how to approach it.

Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...

How a former Texas A&M student's parents' financial struggles inspired him to build a career in financial planning and give ...

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

Not long ago, the idea of artificial intelligence transforming financial planning felt more theoretical than immediate. But in late 2022, when ChatGPT burst onto the scene, the world became captivated ...

Financial advisors aren’t only for the very wealthy. People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving ...

Americans are facing a growing need for guidance and support in their financial affairs and that trend doesn’t look like it’s going to end anytime soon. Not only are people wealthier, but their ...

There's a dangerous assumption many entrepreneurs make: that building a valuable business is the same as building personal ...

When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.