I’m a Financial Planner: Here’s How Following Dave Ramsey’s Money Advice Affects Wealth Building

The financial guru's advice isn't the fastest for paying down debts and building up credit and cash — but may be the soundest ...

I'm a Financial Planner: This Is How You Can Get Started With RMDs

The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs ...
Wall Street Journal

Financial Advisor vs. Financial Planner: What You Need to Know

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Written By Written by Staff Money Writer, WSJ | ...

Why your financial planner might tell you to keep the mortgage

That said, holding onto home debt isn’t always the optimal plan. If you’ve got a high-interest mortgage and enough cash to ...

Are you aware of the ‘3 layers of costs’ your financial adviser may be charging you? (Hint: Many are not.)

To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to ...

Family Financial Planning: How to Strategize for the Future

How to Strategize for the Future ...

AI Is Reshaping Retirement Planning - But Should You Trust It?

Planning for retirement used to mean meeting with a financial advisor, gathering paperwork and running numbers by hand or ...

AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now

Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often ...

Your Money: Financial planning tips for America’s heroes

Every November, Americans pause to honor the courage and sacrifice of our service members and their families. Veterans Day is ...