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

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 ...

MUMBAI: The Financial Planning Standards Board of India (FPSB India), the Indian subsidiary of FPSB. and the global certifying body for certified financial planner (CFP) professionals, has appointed ...

Gordon was a principal owner of the firm and a member of its Executive Committee and Board of Directors. She is a CERTIFIED FINANCIAL PLANNER® professional and was named as one of the 2018 Women to ...

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

A new survey by the Certified Financial Planning (CFP) Board found that the most common types of debt were credit card debt (60%) and mortgage debt (57%). Medical, Credit Card Debt Burden Weighs ...

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

There are seven basic estate planning documents that you should have if you live in Texas: a will, statutory durable power of ...

Question: “I’m 70 and living sufficiently on Social Security, as I’m not a high-maintenance person. My Social Security is about $24,000 per year, and I’m now in a low tax ...

Couples who have "dual income, no kids", or DINKs, tend to put retirement planning on the back burner until they are in their ...