Korrawin/Getty Images The term "financial planner" evokes images of wealthy families in elegant mansions, supported by the passive income of a professionally managed fortune. In fact, most clients ...

A new survey from the CFP Board highlights the double-edged sword of ubiquitous online financial advice from dubious sources.

Toby joined Financial Planning in 2017 after prior tenures with the New York Daily News, Commercial Observer and City Limits. He earned an undergraduate degree in the humanities from the ...

David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.

Doctors’ take care of everyone else’s physical and mental health, often at the cost of neglecting their own financial ... generation in a hassle-free manner needs planning.

Financial planning involves a lot of elements. For a growing share of advisors, managing investments isn't one of them. The use of mutual fund wrap programs — a unique type of fund that allows ...

Today, it’s tariffs; tomorrow, another issue may spark similar concern. Having a comprehensive financial plan in place proves especially valuable during times of market turbulence. If you’ve ...

Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their website ...

Many financial planning associations offer databases of financial advisors, free of charge, including: The National Association of Personal Financial Advisors (NAPFA) Alliance of Comprehensive ...

For affluent families, financial success isn’t solely about accumulating wealth; it’s about preserving it across generations, optimizing tax strategies, and aligning financial decisions with personal ...

Incorporating transition plans into the financial planning process can ensure that the transition is built into corporate budgets, ensuring climate goals are backed by adequate finance. In response, ...