Financial Advisor Nick Lonski of the financial services firm Edward Jones, Sidney, has received the Certified Exit Planning Advisor®, or CEPA®, designation through the Exit Planning Institute (TM).

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

In fact, Vanguard Group, the home of passive indexing, estimates that working with an advisor can add up to 3% annually in ...