You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do ...

The role of the family office is evolving with the Great Wealth Transfer and tech advancements, among other issues. This is ...

The book, designed to guide readers toward retiring comfortably by the age of 42, has a universal appeal. Co-author CA Drupad ...

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The good news is that they get to figure that out while preparing for their second straight CFP semifinal. Texas (13-2) will play eighth-seeded Ohio State (12-2), which dispatched top-seeded ...

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

Certified financial planner, Chad Olivier, discusses how your financial priorities shift as you move through life. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s ...

Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the CFP ...

In five short steps, we'll give you ideas on building and managing your retirement money. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...

Justine Kelly, a financial planner at Modern Cents in St. Thomas, Ont., says it’s common for one spouse to have a defined-benefit pension plan but the other not to have a pension at all. That leaves a ...