The choice of brokerage or RIA firm involves any number of factors and a range of timelines. Here's what the numbers and ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Rachel Cruze is a certified financial coach who travels the country preaching the gospel of debt elimination, accelerated ...

Retirement is often romanticized as the time when hardworking Americans finally get to slow down and enjoy a life of leisure, ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

In an ever-expanding field, firms are racing to attract new talent – just as a major shortage of stockbrokers looms.

As a homeowner, you likely have a lot more equity in your house than you did just a few years ago. U.S. homeowners gained almost $3 trillion in equity in ...

Provisional income between $25,000 - $34,000 for single filers, $32,000 - $44,000 for joint filers, up to 50% of Social ...

As many begin to worry how the tariffs and shaky stock market would impact portfolios and 401(k)s, financial experts say now ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

As a certified financial planner, my goal is to help investors think long-term and holistically consider their investments. I know many people are wondering what to do to better protect their ...