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

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

FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Laursen ...

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

The Chartered Institute for Securities & Investment (CISI) has appointed Steven McBurnie CFP Chartered FCSI (Financial ...

High-yield savings accounts are offering big rates and low risk, but advisors say there are tradeoffs to consider.

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

Financial planners can help you manage your money, pay off debt and invest for your future. But they also have personal ...

Sometimes the push is financial, a vested pension that must be taken by a certain age to retain its full value to the employee. If you have a pension, especially one that comes with a rule with a ...

CFP, of Sullivan Financial Planning LLC in Denver, Colorado. “For some people, it’s like taking an unexpected cruise every year with all of the expense and none of the fun.” Sullivan adds ...

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