When a Couple Divorces, Their Financial Advisor May Have to Sever Ties as Well

The CFP Board’s new guide for financial planners working with divorcing clients warns about conflicts of interest and says ...
The Daily Overview on MSN

Five planner tips that actually build real wealth

In today’s fast-paced financial landscape, relying solely on budget hacks to build wealth is increasingly seen as ...

How Many Times Can You Take the CFP® Exam? Retake Limits

You only get so many chances to pass the CFP® exam. Learn the CFP Board’s retake rules and strategies to pass the exam.

I’m in the military in California, but nearing retirement. I’ll have a pension, but want to relocate and make ‘big moves.’ Where do I start?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
U.S. News & World Report

Joseph Gifford

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Oxford Financial Group, Ltd.™ Announces Russell DeLibero as Chief Wealth Planning Officer

Oxford Financial Group, Ltd. is pleased to announce the addition of Russ DeLibero as Chief Wealth Planning Officer. In his ...

Ready to Retire? Use ChatGPT to Minimize Fees and Optimize Your Financial Future Effortlessly

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a ...

Veteran Financial Advisor Jay Henry Launches Independent Firm Coppertree Financial Planning

Jay Henry, CFP®, CEPA®, announced today the launch of Coppertree Financial Planning, an independent, fee-only financial ...

How Financial Advisors Play a Role in Estate Planning

Discover how financial advisors protect wealth and guide families in building a lasting legacy.