When I earned my CFP certification in 2008, there really wasn’t any financial planning software. The CFP education—and the exam—required a pencil, paper, and a calculator.

By helping clients find meaning in addition to increasing wealth, Stevens Capital Partners is making an impact while driving ...

Wealth Management alum and executive financial planner Frances Schmidt shares advice for acing the Certified Financial ...

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you ...

You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how ...

When people hear the phrase “financial planning,” they often think about stocks, retirement accounts, or maybe their 401(k).

In today’s edition of “CT BUZZ,” Reporter Rachel Lutzker was joined in the studio by Ben Fuchs, founder of Fuchs Financial, who shared his expertise on retirement ...