Financial planning is for everyone … not just wealthy

With gold at a record high, I asked a financial planner what I should know before investing in gold
I've been curious about investing in gold, so I asked a financial planner what I should know before making the plunge.
I’m a Financial Planner: 7 Reasons You Should Not Use an AI Financial Planner
Financial planning can feel like an overwhelming enterprise to undertake for your own finances. Do you hire someone and pay a fee or do you take advantage of free or low-cost tools, like
Financial planning is for everyone … not just the wealthy
C. Financial planning has benefits for everyone, especially for those who want to make the most of their hard-earned savings.
I asked my financial planner for her top 3 tips on becoming a better investor
I've been working with my financial planner since 2017, so I asked if she could boil her go-to investing advice down to three tips. She started with risk tolerance.
I’m a Financial Planner: Here’s Why You Can’t Judge Wealth by Appearance
Wealth isn't about what you can see, but what you can't. While it's easy to assume that someone driving a luxury car or wearing designer clothes is financially successful, according to
October is National Financial Planning month, here are tips on planning your financial future
It's National Financial Planning Month, and money strategies are best started early. Experts say to always be sure purchases align with your financial goals, and to be smart about using financing. (Sc
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Financial Advisor vs. Financial Planner: Understanding the Key Differences
Individuals and organizations today require expert counsel when making financial decisions. Because of the high demand for ...
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Financial advisor vs. financial planner
A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may ...
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I'm a financial planner with 4 strategic ways to use your cash-back credit card rewards
As a financial planner, my top two favorite cash-back credit cards right now are the Wells Fargo Active Cash Card and the Chase Freedom Unlimited. I prefer these cards because they offer ...
Research Says Do This to Lower Your Financial Stress
An Edelman Financial Engines survey found that 74% of people say they feel less stressed about their finances because they ...
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Why Become a Financial Planner?
What about the sales aspect of a financial planner's work? How do students see it? When I came into the industry as an advisor in [1999], it was through a sales role. Now we have many students who ...
Ethical Issues For Attorneys Who Sell Insurance And Financial Products
The bottom line is that an attorney probably can sell financial and insurance products and services, and probably can ...
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What is Financial Planning? A Step-by-Step Guide
such as a Certified Financial Planner (CFP), this broad process can help you manage your money better and achieve your financial goals. Read about our picks for the best financial advisors ...
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What is a certified financial planner (CFP)?
A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you ...