The financial planning landscape has changed with a quantum shift in demographics and an increasing interest from younger generations wanting to learn more about financial planning. According to ICI ...

We spend a lot of time and energy discussing the value of personalized financial planning advice—and I love it. It feels like we’re headed in the right direction, especially because the value ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

As for AI’s take on whether it should be your financial advisor, here’s what ChatGPT’s free version had to say when we asked ...

Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington Law, Talk Markets, and CreditRepair.com. Throughout her career in finance, Gina ...

This article details how to pick the best financial advisor for you to prepare for retirement or handle other financial planning needs.

Sorry, social media, financial advisors are still tops when it comes to trusted advice. According to Northwestern Mutual’s 2023 Planning & Progress Study released ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

Do LGBTQ+ people have special financial planning needs? Despite hard-won gains in equality on the legal front and in the workplace, financial advisors say that gay clients often must still plan a ...

A coalition of financial planning trade groups is urging Congress to reinstate tax incentives for professional financial advice, which were eliminated by the 2017 Tax Cuts and Jobs Act. The appeal ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.