Using forms of credit to pay for emergencies should be a "last resort," one financial advisor says. Here's why.

Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.

Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.

Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.

If this ULIP was part of tax plan under 80C, then re-invest in ELSS Mutual funds or NPS for same benefit under 80C, and even ...