Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...

Looking for help managing your money? It may be time to hire a financial advisor. Figuring out how to choose a financial ...

Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the CFP ...

If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.

With the 2025 Social Security COLA now in effect, the maximum possible benefit for retirees has increased. In this video, Certified Financial Planner® Matt Frankel discusses what the maximum benefit ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...

Some financial experts suggest that while saving money for retirement is needed, saving too much can be problematic ...