I’m 54 years old and can retire in 2 years with a pension of $6,000 a month (net). I have $800,000 in my 401(k) and 457 plan, and I have a mortgage of $90,000 at 5.25%. I’m planning to move to Florida ...

CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...

Discover how financial advisers can empower women in South Africa by addressing financial inequalities and building trust.

We need help figuring out how to equitably manage inheritances in a blended family. My two youngest children (former ...

Young Americans ar still feeling the effects of higher prices—and it's stressing them out, according to new data, with many ...

A study shows the most popular New Year's resolution in 2025 has to do with money, so we are On Your Side with strategies to ...

Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...

The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...

The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

CFP Board announced that Liz Miller ... University of Pennsylvania and her master's degree from Columbia University. She earned her CERTIFIED FINANCIAL PLANNER® certification in 2008 and holds the ...

Prior, Mr. Dobbs founded and managed the CFP Board registered financial planning certificate programs at Southern Methodist University in Dallas and The University of Texas at Austin where he was ...