A financial planner explains what to expect for your investments in the short term and what to prioritize for the long term.

I've been working with my financial planner since 2017, so I asked if she could boil her go-to investing advice down to three ...

I've been curious about investing in gold, so I asked a financial planner what I should know before making the plunge.

Individuals and organizations today require expert counsel when making financial decisions. Because of the high demand for ...

Financial planning can feel like an overwhelming enterprise to undertake for your own finances. Do you hire someone and pay a ...

It's National Financial Planning Month, and money strategies are best started early. Experts say to always be sure purchases ...

The bottom line is that an attorney probably can sell financial and insurance products and services, and probably can ...

The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning.

The aspect of a financial planner comes down to understanding and perspective but also an innate perception of the market, ...

As a financial planner, my top two favorite cash-back credit cards right now are the Wells Fargo Active Cash Card and the Chase Freedom Unlimited. I prefer these cards because they offer ...

BHP Financial Planning has made a key appointment in securing Jonathan Lecomber as a Senior Financial Planner ...

A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.