Advisors in Boise ($167,940), Barnstable Town, Massachusetts ($135,000), Pittsfield, Massachusetts ($132,170), Utica-Rome, ...

After she closed down what had been a successful high-end consignment business, Kaden Bernstein turned to her late father’s ...

The average investor has no idea what the various financial advisory designations mean, let alone the requirements for ...

Most Gen Xers, or people in their 40s and 50s who are approaching retirement, worry more about running out of money than ...

A GOP proposal could push federal workers to retire early to avoid pension cuts, but as the rules keep changing, planning is ...

Conventional wisdom says that financial advisors choose to work in areas based on factors like the presence of wealthy ...

Charize is a CFP ® professional. Certified Financial Planner ® certification is the only globally recognized mark of professionalism for financial planning. I joined the Brenthurst Wealth team ...

Not sure how to choose a financial advisor? Find out what credentials matter, how they get paid, and what questions to ask ...

Curious about CFP® salaries? Learn what certified financial planners earn, what affects their income, and how to boost your financial planning career.

Struggling with the CFP® exam? Here are my practical tips to boost your chances of success and tackle the challenges ahead. Read more!

Some certifications require thorough testing, experience and high standards. Others only require the payment of a fee.