The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS ...
The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...
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 ...
Learn the rules and strategies for inheriting a 401(k) as a non-spouse beneficiary, including tax considerations and ...
How much do I need to save? How should I invest? How soon can I retire? How much can I spend in retirement? However, many ...
Baby Boomers may have hit the jackpot money-wise, but many attribute their wealth to financial planning and professional ...
Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...
It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...
The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...