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 ...

Tax season is a good time to focus on what you can control, and to review your investments and map out a plan to meet your financial goals.

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

“Retirement is an irreversible decision in some ways. You can always go back to work after you retire, but it’s very unlikely ...

President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...

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

It’s common to wonder how a new presidential administration will impact your wallet. As policies and regulations change, many ...

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 ...

Private equity refers to firms or individuals who invest in a company in return for a stake in its equity. Learn how these ...

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