We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

Key takeawaysFinancial counselors typically provide financial education and help clients with budgeting and basic money management.Unlike many financial advisors, financial counselors generally don’t ...

Tax planning advisors help clients minimize tax liability, navigate complex tax rules and integrate tax-efficient strategies into their financial plan ...

Thinking about the CFP®? Discover how financial advisors earn it, what the process is, and why it’s the gold standard in financial planning.

Education Requirement: Complete a CFP Board Registered Program before taking the CFP® exam. Rigorous Exam: The exam consists of 170 multiple-choice questions covering the financial planning process, ...

Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and educational charity the CISI will join the Financial Planning Standards Board Ltd ...

Learn how hard the CFP® exam is, why pass rates hover around 60%, and what makes it a true test of financial planning knowledge.

The article Job Hugging: What It Is and What It Means for Your Money originally appeared on NerdWallet.

The One Big Beautiful Bill introduces far-reaching changes in taxes, social spending, defense and energy policy.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

WASHINGTON, D.C., September 03, 2025--(BUSINESS WIRE)--CFP Board today announced new data from a compensation study that reveals that CFP ® professionals have high levels of career satisfaction and ...

WESH 2's Jason Guy is joined by AMES Financial Solutions founder and CEO, Reshell Smith, to discuss how the law's measures may impact everyday Americans.