Melanie is joined by certified financial planner Martha Adams to help plan out your timeline of tax returns — and how to be ahead of the game.

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...

Tax season is upon us – and with that comes tax refunds for many Americans. For the 2023 fiscal year, the IRS reported ...

According to the CFP, the Hall of Fame will honor professionals, journalists, academics and policymakers who have helped ...

This is Sean Wilson, a Certified Financial Planner based in Calgary, Alberta.

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

Sydenham Institute of Management Studies, Research, and Entrepreneurship Education (SIMSREE) has launched the M.Sc. Finance ...

In a recent social media post, B Padmanaban, a Certified Financial Planner, noted that some investors have expressed ...

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...

On Tuesday, the Overland Park, Kansas-headquartered RIA giant headed by Peter Mallouk revealed it has acquired Maxwell Wealth ...

“I bought too much house before I was a CFP professional,” says Williams. “One money rule you hear – that always seems to be ...