Selecting a certified financial planner is one of the most important money decisions you’ll make. Here are the steps for finding a great one. Nick Bormann, a CFP in Spokane, Wash., says that advisers ...

Hiring a personal financial planner can feel a bit like handing a stranger the keys to your future; or at least giving them a role in it. This is a person you're trusting to guide the financial ...

PHOENIX — As you plan out your retirement, asking the right questions with your retirement planner will give you a better understanding on how to map out your plan. An important question to ask your ...

“I believe that financial planning transforms lives,” says Marguerita Cheng, CEO of Blue Ocean Global Wealth, as she reflects on a moment seared into her memory. At the tender age of 10, as the oldest ...

Forbes contributors publish independent expert analyses and insights. Tim Maurer covers how personal finance is more personal than finance. Feb 19, 2023, 07:00am EST This article is more than 2 years ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Every year, financial advisors talk about “year-end ...

The tightening presidential race has ignited a surge of tax planning by the affluent. The 2025 sunset of the estate tax exemption limit could greatly impact the $84 trillion expected to be transferred ...