This should be your 'last resort' to cover an emergency expense, financial advisor says
Using forms of credit to pay for emergencies should be a "last resort," one financial advisor says. Here's why.
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Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
The Earth Institute Columbia University1d
Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
5 financial advisers share their personal money resolutions for 2025 – and they’re not what you’d expect
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
Here’s 1 big money move that sets rich American retirees apart from other seniors — do it now to rocket up the wealth ladder
“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...
InvestmentNews6d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
Santa Rosa Press Democrat2d
Time over timing: Why patience pays off in the long run
Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.