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Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

A certified financial planner (CFP) is more than just a fancy financial counselor -- they're a holistic financial partner. Read on to learn more.

Financial independence isn’t just about your lifetime, it’s also about what you leave behind. A good financial plan includes ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you ...

When people hear the phrase “financial planning,” they often think about stocks, retirement accounts, or maybe their 401(k).

While only a fraction of her clients use them, Rachel Gustafson says that reverse mortgages are a useful tool for those with specific needs.

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

By helping clients find meaning in addition to increasing wealth, Stevens Capital Partners is making an impact while driving exponential business growth.