Jeanlys-White is the founder of WealthMore, a new Center City tech startup on a mission to help more people cash in on ...

There are various valuation methods, such as discounted cash flow analysis, market comparables using multiples of earnings or ...

What it all boils down to is will you be comfortable in retirement? Some people may rely on formulas, while others just aim ...

Limit exposure to your employer's stock, sell it periodically and maintain portfolio diversification to protect your wealth ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls ...

“Financial planning is a little different from wealth management or a financial advisor, ” says Lissa Lumutenga, CFP, the founder of financial education website Wealth for Women of Color.

Market chaos? Stay cool, stick to your plan and let smart investing strategies turn the roller coaster into a wealth-building ...

Golf is so much more enjoyable when you’re playing with friends or at least people you get along with. It’s a great way to ...

To rank the on-campus, full-time, four-year programs of study for financial planning, we surveyed 109 of the 130 colleges and universities registered by the CFP Board.

The “typical” financial planning process is set up around children, but it doesn’t have to be. These things are worth ...

Financial Planning's 2025 Rising Star nomination season is here! Here's how you can nominate a colleague — or yourself — for this year's awards.