10 financial planners and money pros on how they’d invest $10K right now
“I would put a good chunk into low-cost index funds like an S&P 500 ETF because you want solid, broadly diversified exposure ...
Choosing a 401(k) Plan Over Individual Stocks
A 401(k) plan allows individuals to save for retirement with tax advantages and employer matches they forego when saving ...
How a Shoestring Budget Can Transform Your Financial Health
Fact checked by Suzanne Kvilhaug With a shoestring budget, every single dollar has its place. A shoestring budget can help ...
The Savings Game: Some takeaways from Ed Slott seminars
IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important ...
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TCJA Expiration Could Severely Impact Retirement Planning, CFPs Warn
A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...
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What is driving younger advisers to become chartered or certified?
Younger advisers are seeing the value of increasing their technical knowledge and becoming chartered and certified financial ...
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The states where CFP certification is surging — and why
SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...
‘Volatility is part of the game': What financial advisors are telling investors about market turmoil
The Dow continued to fall on Tuesday after Trump announced higher tariffs. Here’s what advisors are telling their clients.