What a financial planner tells would-be early retirees who pinch pennies now for 'freedom' later: Don't
Saving for "financial freedom" in early retirement is flawed. It relies on everything going as planned and it often uses a ...
The best things to do with your money, according to 5 financial planners
It's a good idea to periodically assess your investment portfolio from time to time to see whether it meets your financial ...
Financial planners urge calm amidst Dow Jones plunge following new tariffs
In the wake of the latest tariffs from the Trump administration, the Dow Jones experienced a dramatic drop of over 1600 ...
I'm a financial planner with a simple piece of advice for your money before the April 2 tariffs are imposed
President Donald Trump has announced new tariffs to come into effect on April 2. CFP Anna N'Jie-Konte has advice on what to ...
Financial Planning1d
The financial planning applications advisors can't do without
Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...
Simple Excel Features & Tools That Will Transform Your Financial Planning
Learn how to use Excel's What-If Analysis tools to master your finances and achieve your savings or loan goals effortlessly.
How To Find The Right Financial Advisor — 10 Key Questions To Ask
This article discusses ten essential questions to help you evaluate a potential advisor’s qualifications, integrity, and fit ...
I’m a financial planner and editor. Here are 5 ways to know if you’re getting trustworthy money advice online
As a Certified Financial Planner (CFP) and someone who edits personal finance content for a living, I’ve seen firsthand how ...
Retirement Planning: Why Business Executives Need A Financial System
A financial system is more than a portfolio. It integrates all aspects of your financial life, aligns short-term decisions ...