Christian Urbina, CFP®, CFA, President and Chief Investment Officer of Prosperitus Wealth Advisors, LLC, understands this ...

FIRE and micro-retirement are two alternative approaches to financial freedom. A financial advisor explains how they work, who they’re for, and how to plan ahead.

Kohli, once an aggressive run chaser, evolved into a composed anchor in his later years. Your financial plan should evolve ...

As wealth demographics have shifted, and client expectations have evolved, so too has the role of the financial advisor.

Personal loans offer financial flexibility for emergencies, celebrations, or purchases—but they come with a range of hidden ...

Do you need a lot of money in order for it to make sense for you to hire a financial advisor? This is a question that a ...

Paying down debt, saving for an emergency fund and having insurance policies can help protect you and your family during ...

From natural disasters to personal setbacks, veterinary professionals need to assess their financial risks, prepare ...

When you start to get to a point where you think about retirement, it’s only right that you do a deep dive into your current ...

The uncertainty surrounding pension payouts underscores why it is crucial to have a personal savings and investment plan that ensures financial independence in the long run. Additionally ...

Personal financial management tools can help you put yourself on the right track financially. Here are some of the best ...

CMA Fest partner SoFi, Kelsea Ballerini joining forces to help college students more quickly gain post-grad financial ...