I'm a financial planner with a simple piece of advice for your money before the April 2 tariffs are imposed
President Donald Trump has announced new tariffs to come into effect on April 2. CFP Anna N'Jie-Konte has advice on what to ...
I’m a financial planner and editor. Here are 5 ways to know if you’re getting trustworthy money advice online
As a Certified Financial Planner (CFP) and someone who edits personal finance content for a living, I’ve seen firsthand how ...
10 financial planners and money pros on how they’d invest $10K right now
“I would put a good chunk into low-cost index funds like an S&P 500 ETF because you want solid, broadly diversified exposure ...
CFP Board Seeks to Relax Standards for Past Bankruptcy, Alcohol and Drug Offenses
The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...
Ask the experts: I’m worried a market crash could crush my portfolio. Should I hire a financial advisor?
“If you’re freaking out about the market, take a step back and remember: We built your portfolio knowing this could happen,” ...
How new and experienced filers can tackle the 2025 tax season
WESH 2's Jason Guy and certified financial planner, Reshell Smith, discuss different ways to alleviate any common dread ...
Why Your 401(k) Might Be Underperforming and What You Can Do About It
“ 401 (k) administrators also have an obligation to regularly review the funds they’re offering in the plan, so if any funds ...
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Asia Pacific Financial Management Group's Jonathon Holm earns CIMA certification
Asia Pacific Financial Management Group announced that their financial advisor, Jonathon Holm, has successfully earned the ...
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What is driving younger advisers to become chartered or certified?
Younger advisers are seeing the value of increasing their technical knowledge and becoming chartered and certified financial ...
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Tax Cut Expiration Could Severely Impact Retirement Planning, CFPs Warn
A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...