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Living trusts generally allow a smoother, more organized settlement of the estate than other probate-avoidance options.

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP ...

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

If you're in a position to own your home free and clear, should you pay off your mortgage? Professionals with Standard ...

Financial independence isn’t just about your lifetime, it’s also about what you leave behind. A good financial plan includes ...

A certified financial planner (CFP) is more than just a fancy financial counselor -- they're a holistic financial partner. Read on to learn more.

Federal and state programs are designed to help new physicians deal with medical debt, in some cases wiping out loan balances ...

While only a fraction of her clients use them, Rachel Gustafson says that reverse mortgages are a useful tool for those with specific needs.

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

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

Key takeaways. The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers.