You Searched For "certified financial planner" and got 20 results
Sort By:
3 mins read
Trump's plan for Social Security will help baby boomers in the short term and cut benefits for anyone younger
Trump promised to cut Social Security taxes. Experts say the plan could slash benefits for low-inco…
Allie Kelly
4 mins read
5 ways to build better money and health habits, according to a certified financial planner
Follow these strategies to achieve your resolutions in 2024. To build a new habit, commit to doing …
Elle Hardy
7 mins read
How to Choose a Financial Advisor - Pick the Right Financial Planner for You
If you're looking to hire a financial advisor or a financial planner, look for someone licensed, af…
Aly J. Yale
2 mins read
3 creative ways to earn passive income you probably haven't considered, according to financial planners
Financial planners recommend investing for dividends, house hacking, and buying small businesses as…
Liz Knueven
3 mins read
I'm a HENRY financial planner who makes $125,000. Here's how I manage my money and the mistakes I see others making.
Georgia Lord is a HENRY making six figures as a financial planner and is saving for travel and a we…
Jamie Killin
3 mins read
I started working with a financial planner this year and I've already saved and invested more than I ever had before
Working with a financial planner helped me grow my emergency fund, expand my investment portfolio, …
Bria Overs
3 mins read
6 things you should stop spending your money on, according to a financial planner
Hanna Horvath, a certified financial planner, recommends cutting back on subscription services and …
Elana Klein
5 mins read
Gen Xers who began their financial independence journeys in their 40s and 50s explain how they're on pace to meet their early retirement goals
BI spoke to late starters who started to save and invest in their 40s and 50s and set themselves up…
Noah Sheidlower
6 mins read
A CFP is an advisor armed with extensive education and ethical standards to help you manage your money
Certified Financial Planner (CFP) is an advisors' industry credential, indicating education, experi…
Robin Kavanagh
1 min read
Millennials are staring down their second recession — we want to find the financial planners helping them make the best of a crippling economy
Millennials were already financially behind due to the Great Recession and student loan debt. The p…
Hillary Hoffower
3 mins read
Barely one-quarter of financial planners are women, but industry experts say 2 simple strategies could move the needle
Some financial firms are setting up mentorship programs, recruiting at business schools, and commit…
Korie Wilkins
5 mins read
How to find a woman financial planner
Women can benefit greatly from financial planner. Here's how to find a woman financial planner to h…
Aly J. Yale
6 mins read
What is a financial consultant, and what do they do?
Financial consultants help you reach your financial goals with expert guidance on a range of money-…
Tessa Campbell
3 mins read
Meet your Master your Money Live Digital Bootcamp panelists: Two personal finance professionals who help millennials understand their money and reach their goals
Anna N'Jie-Konte and Kelly Lannan are set to host BI's Master your Money Live Digital Bootcamp. Her…
Bria Overs
5 mins read
Why a 30-year-old financial planner dropped $20,000 on a trip to Antarctica instead of buying a home
Jake Northrup delayed buying a home to take the trip of a lifetime. He and his wife care more about…
Hillary Hoffower
6 mins read
I make $250K a year but still have financial anxiety and debt. A financial therapist is helping me let go of my shame — and set myself up for the future.
A therapy-informed financial advisor is helping me with my debt. I realized my financial anxiety is…
Megan DeMatteo
3 mins read
In the race to achieve financial success, don't lose sight of your 'why'
In the latest issue of the Personal Finance Insider newsletter: stories you may have missed, an inv…
Tanza Loudenback
2 mins read
I've been a financial planner for over 20 years and I still see investors make the same mistake when things aren't going well
Sandi Bragar, CFP and managing director at Aspiriant, shares how she coached a client out of making…
Sandi Bragar
2 mins read
A financial planner uses a 2-step exercise to help clients find the 'freedom' in getting a raise
Certified financial planner Eric Roberge says his clients often experience a gratifying "aha moment…
Tanza Loudenback
2 mins read
4 questions every millennial should ask themselves before they start investing, experts say
Experts emphasize four questions: Am I still paying off debt? What are my goals? How much can I aff…