While the process of preparing for the 170 multiple-choice-question test can be expensive, time-consuming and nerve-racking, ...

The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

In many cases, ChFCs are also CFPs, as completing the ChFC coursework qualifies you to take an accelerated path toward CFP certification. ChFCs need at least three years of financial planning or ...

“The tax benefits of a 529 plan vary by state. Many states offer a tax deduction for contributions made within the year, ...

Regardless of the firm size, make sure that any adviser you’re thinking of hiring is a fiduciary. An easy way to confirm this ...

A business financial advisor is a hired professional who specializes in matters such as retirement planning for the ...

Learn how many times you can take the CFP® exam, tips for passing, common pitfalls, and more. Discover strategies for CFP® exam success and key deadlines.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Find the essential 'Questions to Ask a Retirement Planner' to ensure your future is secure. Get tips on investments, savings, and planning for a stress-free retirement.

Discover the best high yield savings accounts of [auto_date format=year]. Compare top accounts, learn about their features, ...

Some retirees face a survivor’s penalty on their taxes after a spouse dies. Here’s how to prepare, advisors say.

TheOklahoma Medical Research Foundation (OMRF) is hosting the 20th annual estate planning seminar.The seminar is forattorneys ...