A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and ...

Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

The CFP Board is looking to find a successor for Kevin Keller, who will retire in April after serving as the CFP Board’s CEO ...

CFP Board announced that Terri Kallsen, CFP ® has ascended to the role of Chair of its Board of Directors. As Chair, Kallsen ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

Retirees: Protect your wealth and avoid costly mistakes with these four essential portfolio strategies for lasting financial ...

From estate planning to beefing up an emergency fund, pros say planning for life’s unexpected — and expected — events is key ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

How a former Texas A&M student's parents' financial struggles inspired him to build a career in financial planning and give ...

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Discover essential financial planning strategies for non-profit employees to achieve financial stability and secure their future. Read on to know more.