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 ...

MUMBAI: The Financial Planning Standards Board of India (FPSB India), the Indian subsidiary of FPSB. and the global ...

Yonhee Choi Gordon, CFP®, former Chief Operating Officer and ... owner of the firm and a member of its Executive Committee and Board of Directors. She is a CERTIFIED FINANCIAL PLANNER® professional ...

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

Budgeting remains a top priority for Americans in 2025, with 42% focusing on debt reduction, 21% saving for major purchases, ...

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 ...

Waterville Creates is pleased to announce the addition of two new members to the Board of Directors and a new Board Chair stepping into the role. The organization’s robust ...

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