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Browsing Tag

certified financial planner

17 posts
PPersonal finance
1 in 3 retirees hit their 80s without touching their savings — and the 4% rule is partly to blame
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1 in 3 retirees hit their 80s without touching their savings — and the 4% rule is partly to blame

  • June 15, 2026
You spend your whole working life hearing one thing about retirement: don’t run out of money. Save hard,…
PPersonal finance
'Dead money': 3 financial advisors reveal where they're parking cash as inflation hits a 3-year high
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‘Dead money’: 3 financial advisors reveal where they’re parking cash as inflation hits a 3-year high

  • June 10, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Inflation is…
PPersonal finance
'Dead money': 3 financial advisors reveal where they're parking cash as inflation hits a 3-year high
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‘Dead money’: 3 financial advisors reveal where they’re parking cash as inflation hits a 3-year high

  • May 31, 2026
Inflation is once again outrunning wage growth, and that’s creating a problem for anyone sitting on too much…
PPersonal finance
Finfluencers call it a 'no brainer' to grab Social Security right at 62, despite the penalties — many experts disagree
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Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree

  • May 22, 2026
It’s one of the most important questions that Americans have to answer as they near retirement: What age…
PPersonal finance
Speakers at the event unveil the new banner of the School of Financial Planning, powered by Edelman Financial Engines.
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Rowan University announces $10M gift to create School of Financial Planning | Rowan Today

  • April 17, 2026
Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines (EFE) to establish the School…
PPersonal finance
‘Multi-asset allocation funds simplify the entire asset allocation process of MFDs/RIAs’
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India sees significant rise in CFP professionals in 2025

  • March 27, 2026
India recorded a 10% year-on-year growth in the number of Certified Financial Planner® professionals in 2025, taking the…
PPersonal finance
mint
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Are you financially free? Use the 33x rule to find out in 2 minutes

  • March 24, 2026
Financial freedom sets the foundation of a happy life. This is a goal that many aspire to achieve…
PPersonal finance
How to manage a parent's debt before they pass
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How to manage a parent’s debt before they pass

  • March 10, 2026
For many families, the grief of losing a parent is compounded by a harsh and unexpected reality: a…
PPersonal finance
Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That's Wrong
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Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That’s Wrong

  • February 5, 2026
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick…
PPersonal finance
These 5 steps can help you become retirement-ready
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These 5 steps can help you become retirement-ready

  • November 29, 2025
Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. How…
PPersonal finance
4 Mistakes That Derail Your Retirement, According to a Wealth Management Expert
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4 Mistakes That Derail Your Retirement, According to a Wealth Management Expert

  • November 27, 2025
Planning for retirement is complex, and even small missteps can have lasting consequences. To help you avoid costly…
PPersonal finance
Why Financial Experts Say Dave Ramsey Is Wrong About 'Pausing 401(k) Contributions'
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Why Financial Experts Say Dave Ramsey Is Wrong About ‘Pausing 401(k) Contributions’

  • November 20, 2025
Beth Gwinn / Getty Images Before you take Dave Ramsey’s advice to pause 401(k) contributions to pay off…
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