Investing $10,000 in Each of These 5 Closed-End Funds Could Make You Over $4,700 in Passive Income in 2025
What's a way to generate significant passive income that many investors don't know about? Closed-end funds (CEFs). They're ...
If you’re nearing retirement, these 2025 changes could affect your finances. Here’s what to know
As President Donald Trump kicks off a second term, many older investors are focused on how shifting policy could affect their ...
Wealth Transfers: 9 Unexpected Obstacles To Plan For Before It’s Too Late
If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...
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CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
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MONEY TALKS: Financial Planning through the ages
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 ...
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SA’s financial planning industry hits 5 000 certified professionals
South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...
Can this couple leave their high-stress jobs and work part time instead? Plus, CPP payment increases slow as retirees feel the pinch
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 ...
There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty
If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.
There Is an Alphabet Soup of Certifications for Advisors. Here Are the Ones That Count.
The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...
Whatever happens with TikTok, ‘finfluencers' are here to stay. Here's how to vet money advice on social media
TikTok came back online after Trump paused the ban. While the fate of the app remains to be seen, so-called “finfluencers” ...
Here’s A Tip: Don’t Overlook TIPS In Your Portfolio
While TIPS may not be suitable for all investors or all portions of a portfolio, their current pricing and unique ...
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Where Ohio State sits in CFP bracket update, what to know about Cotton Bowl schedule
No. 8 Ohio State had perhaps the toughest road to the finals in the CFP, having to defeat No. 9 Tennessee and No. 1 Oregon. Now the Buckeyes face No. 5 Texas at the Cotton Bowl. The other ...