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I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
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The Social Security Fairness Act: Good News for Retirees?
Millions will be affected by new rules that boost Social Security benefits. But if you qualify, there may be knock-on effects ...
What is Financial Planning? A Step-by-Step Guide
Discover the key steps in financial planning, including budgeting, investing, and retirement planning. Build a road map for ...
Financial Planning7d
Exit interview: CFP Board CEO Keller looks back on last two decades
Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to ...
IFA Magazine2d
PFS appoints two new board members
The Personal Finance Society (PFS) has announced the appointment of two new Board members. PFS members Kate Gannon and Craig ...
The 6 Most Important Questions to Ask a Financial Advisor Before Hiring Them
Hiring a financial advisor is something a lot of people don’t think to do. But in reality, it could be an important step ...
InvestmentNews2d
Certifications give advisors a clear economic edge, IWI says
The institute's new research indicates advisors who've earned CIMA, CPWA, and RMA designations outclass their non-credentialed rivals.