Financial independence for Josette Chang and Alexander Nathanson came from strategic planning, smart investing, and eliminating mortgage debt.

FPA PlannerSearch to transform from a static directory into an interactive platform that connects consumers with qualified CFP(R) professionals through behavioral and data-driven intelligence DENVER, ...

February 25, 2026) - Boldin, the financial confidence company, today announced the launch of its AI Planner Assistant. Users can ask Boldin's AI any financial planning question and get personalized ...

I chose a hypothetical scenario and asked ChatGPT to construct a retirement plan that would allow a retiree to live on ...

The strategy, which begins with withdrawing 4% of your retirement savings in Year One then increasing that amount proportionate to inflation in subsequent years, should theoretically result in ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

There's no gain to be had in letting these types of loan run the natural course of their amortization. Get that debt off your ledger as quickly as possible.

Financial advisor fees are not tax-deductible now, but there are still tax benefits from working with an advisor.

Discover the key differences between accountants and financial planners, focusing on salaries, required education, career skills, and job market outlooks.

Our planner’s retirement projections (including stress tests for big market downdrafts and tax-law changes) have provided tremendous peace of mind. There are other avenues to help with the “permission ...