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Browsing Tag

certified financial planner

23 posts
PPersonal finance
A Trump Account could make your kid a millionaire by 45—but financial experts say the app’s projections come with a catch
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A Trump Account could make your kid a millionaire by 45—but financial experts say the app’s projections come with a catch

  • July 14, 2026
If you’ve opened the Trump Accounts app, the pitch for investing is hard to resist.  Enter a $250-a-year…
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
More people are turning to AI to help navigate tight finances
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More people are turning to AI to help navigate tight finances

  • April 23, 2026
Nearly three-quarters of Americans expect inflation and everyday costs to be major factors in their financial well-being this…
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
The women clients who have left their mark on the industry’s top MFDs
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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
GOBankingRates
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I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked

  • March 24, 2026
Goodboy Picture Company / Getty Images When you first meet with a financial advisor to see if they’re…
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…
AArtificial intelligence
Can AI do my taxes? Learn prompts, risks, and 3 ways AI can help.
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Can AI do my taxes? Learn prompts, risks, and 3 ways AI can help.

  • March 5, 2026
ChatGPT wrote your last cover letter. But can it help you do your taxes? AI-powered tax features are…
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