Tag: Certified Financial Planner

Discover why Gen Z prefers AI for investing and the value of human advisors in turbulent markets.

Discover how your mortgage can be a valuable asset for retirement planning, offering potential financial security beyond expenses.

Discover key financial habits practiced by the wealthiest individuals to build and maintain their fortune.

Nearly half of wealthy US families lack basic estate planning, risking complications in the historic $68 trillion wealth transfer.

Planning retirement in 5 years? A financial advisor can guide income planning, estate management, and risk assessment.

**Is Now a Good Time to Invest? Expert Dr. Jeff Jones says yes! Focus on diversifying your portfolio, stay calm, ...

Stephany Kirkpatrick's Orum pushes for financial inclusivity with fast, reliable payments, aiming to end financial barriers for underserved communities.

Retirement can be a scary word, but it's important to have open conversations about money in relationships. Review your finances ...

NewRetirement, the financial planning startup, has secured Series A funding and plans to expand its enterprise partnerships and team amid ...

Experts recommend honing financial habits and skills in your 20s. Understanding your money mindset, income, and spending is crucial for ...