If you're considering what you should be doing with your money in your 40s, look to these four money moves from two CFPs.
But for many couples, the question arises: should they have a joint financial planner, or should each spouse consider having ...
Now that the U.S. Department of Labor has finalized its rule requiring financial planners who help clients save for ...
You might feel like your life, retirement savings and finances are set in stone at this age. But this mindset can be one of ...
With 700 people on the waitlist, the only online program to train aspiring college students and new advisors is now open for ...
If you really want to lock in your rate, a CD is a much better choice. Your CD rate will remain in place for the length of ...
SmartAsset compares data on Certified Financial Planners to reveal findings about who is joining the profession and which ...
Finding a financial advisor in Denver can be challenging due to the number of firms that operate in the city. We've listed ...
Financial planners say their millionaire clients bought rental real estate and re-invested the cash from their assets to retire comfortably.
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Sam Petrucci is a financial planner who specializes in complex tax issues, and most of his clients are wealthy — not just a ...
For this reason, planners often recommend that the higher-earning spouse ... family history, marital status and financial ...