This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...

I'm a classic satisficer: I'm usually quick about making decisions and often fall back on the tried-and-true ...

The start of a new year often ushers in a desire to reevaluate goals, reflect on life changes, and set expectations for the ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

A financial planner outlines four critical retirement moves people often delay, explaining how acting now can protect savings ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

There's a dangerous assumption many entrepreneurs make: that building a valuable business is the same as building personal wealth. It isn't.

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...