A new survey from the CFP Board highlights the double-edged sword of ubiquitous online financial advice from dubious sources.

Financial planner, Jovan Johnson, shared lessons he's picked up from his wealthiest clients and their common habits, such as ...

As a Certified Financial Planner professional, I’ve had many conversations with clients lately that all center on the same ...

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

Chelsey Jo Snyder at Crawford Financial Planning in Lewiston has earned her credential as a certified financial planner.