Explore how financial advisors and financial planners differ.

“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.

Even savvy savers can miss these costly retirement mistakes. Learn how to avoid tax traps, income gaps and healthcare shocks ...

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 ...

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 ...

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

Adaptive financial planning emphasizes agility and responsiveness, enabling practitioners to adjust strategies in the moment based on emerging trends and evolving market conditions.

Gateway Commercial Finance reports that small businesses in 2025 require essential financial tools to thrive amid economic ...

These and other common financial planning myths are widely held, but they don’t always stand up to scrutiny. Sure, the 4% rule may work for some people, but it’s not the only option.