Selecting a certified financial planner is one of the most important money decisions you’ll make. Here are the steps for finding a great one. Nick Bormann, a CFP in Spokane, Wash., says that advisers ...

Handing over your financial information and trusting someone with your money requires more than a random pick from an online search. Bad financial planners can cost you tens of thousands of dollars ...

PHOENIX — As you plan out your retirement, asking the right questions with your retirement planner will give you a better understanding on how to map out your plan. An important question to ask your ...

Finding good financial planners is a very difficult task, saysFinancial Recruitment Groupmanaging director, Judith Beck. “If they are good, and they have built up a good client base, there has to be a ...

“I believe that financial planning transforms lives,” says Marguerita Cheng, CEO of Blue Ocean Global Wealth, as she reflects on a moment seared into her memory. At the tender age of 10, as the oldest ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Every year, financial advisors talk about “year-end ...

The tightening presidential race has ignited a surge of tax planning by the affluent. The 2025 sunset of the estate tax exemption limit could greatly impact the $84 trillion expected to be transferred ...