Planning for retirement can be one of the most consequential decisions of your life, especially in the 4-5 years directly ...

Comerica reports on the role of AI in financial planning, highlighting its efficiency while cautioning against its limitations and security risks.

A subset of the FIRE (Financial Independence, Retire Early) movement, Coast FI can help executives figure out whether their ...

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. While every financial plan and individual is unique, the core basis of how ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

Financial planning for medical professionals refers to the process of organizing, managing, and strategizing one's finances to achieve specific financial goals while accounting for the unique ...

Estate planning is about protecting your loved ones, preserving your values and ensuring your legacy lives on. Yet over 50% of Americans still don’t have an estate plan in place. That’s where ...

• 3:15 p.m.: Jim Paxon from the Arizona Game and Fish Department joins us LIVE to discuss the latest updates on Yarnell. • 4:05 p.m.: McDonald’s is offering employees a financial planning site. What? ...