Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

Discover the CRPS certification, its role in retirement planning for businesses, exam details, benefits, and ongoing ...

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

A CFP explains why Gen X can stay confident about retirement plans despite recession fears and shares smart strategies for financial security.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to preparing for retirement, there’s no shortage of financial ...

Many find themselves approaching their 50s or 60s realizing their nest eggs won't stretch as far as expected. Good news: Late ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement can feel like stepping off a cliff: years of saving, planning, and ...

If you are on the precipice of retirement, the process can feel overwhelming as you consider everything from your investments to what you plan to do with all that free time. So we asked certified ...

Editor's note: This is the first of a two-part series. Part two is Seven Financial Considerations When Downsizing for Retirement. During COVID, I had two clients sell their Washington, D.C.-area homes ...

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...