The Danger Of Dualism In Financial Planning
In the age of running a blog, vlogging, podcasts, and TikTok, bite-sized particular finance instruction is plentiful. And if you...
Financial Planning
How should I save for my children’s college education?
Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic...
3 things most people get wrong about estate planning, advisor says
In the wake of the pandemic, there's one topic that's suddenly a lot less taboo, according to Lee Baker, a...
Why wealthy women lag male peers in estate planning
Studies show that women invest more prudently than men, but rich women have at least one significant blind spot in...
CFP Board Center for Financial Planning and Abacus Wealth Partners Launch Abacus Wealth Partners Scholarship for Increased Diversity in Financial Planning
WASHINGTON, March 7, 2023 /PRNewswire/ -- The CFP Board Center for Financial Planning ("Center) and Abacus Wealth Partners announced today the...
Smart Money: 2023 financial planning opportunities for small business owners
Many business owners are happy to put 2022 in the rearview mirror with surging inflation, higher interest rates, slowing global...
