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

Women are about to inherit trillions of dollars of wealth — and have plenty of their own earned money to worry about, thank ...

When I earned my CFP certification in 2008, there really wasn’t any financial planning software. The CFP education—and the exam—required a pencil, paper, and a calculator.

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

If the economic climate is making you doubt whether you should retire this year, these three questions will help you make up ...

Wealth Management alum and executive financial planner Frances Schmidt shares advice for acing the Certified Financial ...

AI will augment the human advisor, not replace it, an official with The CFP Board said of its study of artificial ...

If you're self-employed or working part time, your path to retirement likely looks different. But part-time work or ...

Roughly three-quarters of Americans believe coming off a parent’s cell phone plan is one of the ultimate signs of adulting, ...

In today’s edition of “CT BUZZ,” Reporter Rachel Lutzker was joined in the studio by Ben Fuchs, founder of Fuchs Financial, who shared his expertise on retirement ...

Raising a child with a disability comes with deep rewards—but also unique financial challenges. In Canada, while some support systems exist, the long-term financial needs of children with disabilities ...

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