If you’ve ever inquired about receiving financial guidance or help to set goals for your future and wealth, you’ve likely come across someone with a certification called a certified financial planner, ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...

As a certified financial planner, I’m often asked, “What’s the best stock to buy?” My answer is always the same: “It depends.” This response may seem vague, but it’s rooted in the understanding that ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

Discover the CFA, CFP, and CPA certifications that enhance career prospects and deliver strong ROI in finance. Learn which path aligns with your career goals.

A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers.

Learn about the overlooked retirement perks a certified financial planner says many people qualify for but rarely claim.

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

Discover the key differences between accountants and financial planners, focusing on salaries, required education, career skills, and job market outlooks.