Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

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 ...

Open conversations about estate planning can transform what might otherwise be an uncomfortable or contentious topic into a ...

In this interview, Steve Bentley, FRAeS, CEO of Sofema Online, shares insights into two flagship initiatives: the Corporate Freedom Pass and the Enrol Now Pay Later programs. Q: What distinguishes the ...

Price bars often generate important signals that traders can use for timely market entry or exit. Wide range, or expansion, bars can be especially important to watch.

He specializes in covering insurance, investing, and retirement planning. Before writing full-time, he worked as a financial advisor and passed both the CFP and Series 6 exams ... more about our ...

Why We Picked It: Money Pickle offers a user-friendly platform that makes financial planning more convenient ... and time you can devote to the process. If you can’t devote the time or don ...

President-elect Donald Trump's return to the White House is poised to bring significant changes, one of which is bills. If ...