Have $1M+ Saved? Consider a Financial Planning One-Stop Shop
A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, ...
Financial Planning17h
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 strategies are missing the bigger picture.
Nearly one-third of American adults now trust social media for financial advice: Why that’s a terrible idea
While social media may be a popular way to access low-cost financial advice, it’s an awful resource for a number of reasons.
14 financial advisers reveal how you should invest $50K right now
From investing for your future to putting money into a high-yield savings account, here’s what certified financial planners ...
Protecting financial investments | How to navigate the current economic climate
WESH 2's Sanika and certified financial planner, Reshell Smith, offer insight to investors amid uncertainties regarding tariffs, the economy shift and massive job layoffs.