Instead of jumping straight into portfolio design or tax strategies, real financial planning begins with reflection.

GOP lawmakers’ “big beautiful” bill would eliminate payment pauses for student loan borrowers who’ve lost their job or hit ...

The Trump Organization announced yet another business venture: Trump Mobile. It includes a cellular service plan and the T1 ...

Most Americans fear a financial crisis could upend their retirement—but still haven’t planned for it. Here’s how to build a ...

This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a ...

One huge advantage of the newest financial apps is their ability to automatically sync with your bank accounts and categorize ...

An illustration of a magnifying glass. An illustration of a magnifying glass.

Financial goal examples can keep you on track with your money. Learn how to set goals for saving, investing, budgeting and ...

CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing the industry.

After years of outperformance, U.S. stocks are lagging behind their foreign peers. Experts say it’s worth holding some of ...

A hybrid wealth management firm acquired by Arax Investment Partners last year owes a client at least $2 million over allegations that it improperly recommended investments in an overseas media ...

LAWRENCEVILLE, Ga., June 05, 2025 (GLOBE NEWSWIRE) -- Lendmark Financial Services (Lendmark), a leading provider of personalized loan solutions, today announced plans to expand its retail branch ...