A certified retirement counselor can be a valuable asset in your retirement planning journey. While nearly all financial advisors can help with retirement planning, some advisors earn additional ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

When deciding between a CFP and a CPA for retirement planning, it's essential to understand their distinct roles and expertise. Integrating tax planning and financial strategy with CFPs and CPAs ...

Building a retirement nest egg is a key financial goal, but ensuring that it lasts for the long haul is an entirely different job. If you’re close to retirement, consider working with a retirement ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

As a tax reporter for CNBC and a certified financial planner, I focus on tax strategy all year, including how certain moves may affect long-term plans. Here's how I've tackled tax planning in my ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...