CFP Board Seeks to Relax Standards for Past Bankruptcy, Alcohol and Drug Offenses
The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...
Are you still paying 1% to your financial adviser? Here’s what might make a lot more sense — and save you tens of thousands of dollars
Learn more Many financial advisers charge based on how much money they manage on your behalf, and 1% of your total assets ...
Are you still paying your financial adviser 1%? 8 secrets to paying less, and still getting great service
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
Ask the experts: I’m worried a market crash could crush my portfolio. Should I hire a financial advisor?
“If you’re freaking out about the market, take a step back and remember: We built your portfolio knowing this could happen,” ...
Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs
Holistic retirement planning is about more than just accumulating wealth; it’s about aligning your financial strategy with ...
5 Cash Flow Mistakes Millennials Are Making That Could Hurt Them in the Long Run
Millennials are getting older, but not necessarily wiser -- at least with their money. Even those who are financially ...
How new and experienced filers can tackle the 2025 tax season
WESH 2's Jason Guy and certified financial planner, Reshell Smith, discuss different ways to alleviate any common dread ...
Building Wealth: Marc Henn's New Book Asks, 'Are You Playing Small or Taking the Power Plays?'
Henn, founder and CEO of Harvest Financial Advisors, shares insights into embracing bold strategies for financial success ...
Mastering Money Emotions For A Balanced And Secure Financial Future
Mary Clements Evans latest book explores the emotional drivers behind financial decisions, offering readers a fresh perspective on managing money. Evans, a certified financial planner® with decades of ...
Why Your 401(k) Might Be Underperforming and What You Can Do About It
“ 401 (k) administrators also have an obligation to regularly review the funds they’re offering in the plan, so if any funds ...
Monica Szakos
Monica Szakos is president and senior financial adviser at Asset Preservation Strategies, Inc., guiding individuals and ...
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 ...