This year, preparation includes checking in on your spending and money goals, and making sure your insurance policies cover enough.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Have an issue with your financial adviser or considering a new one? Email questions or concerns to [email protected].

You've got an extra room and could use the extra cash. Should you take on a roommate in retirement? With the median rental ...

Financial consultants may hold the ChFC, chartered financial analyst (CFA) or certified financial planner (CFP) designations.

Financial advisor" is more than just a title. It means you've committed to guiding people through their financial journey. You can help others with their money and future goals, guiding them to ...

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

The Certified Financial Planner (CFP) certification, overseen by the Financial Planning Standards Board (FPSB), has been in ...

As a homeowner, you likely have a lot more equity in your house than you did just a few years ago. U.S. homeowners gained almost $3 trillion in equity in ...

Provisional income between $25,000 - $34,000 for single filers, $32,000 - $44,000 for joint filers, up to 50% of Social ...

As many begin to worry how the tariffs and shaky stock market would impact portfolios and 401(k)s, financial experts say now ...

"Tax-loss harvesting is the name of the game right now," said certified financial planner Sean Lovison, founder of ...