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8 money tips financial planners always give to couples
Being on the same page about money won't just improve your financial well-being, it'll also strengthen your relationship.
How to pick the right financial planner
When it comes to financial planning, the first question that comes to mind for most people is whether or not they really need professional help. You can absolutely handle your own money and there is no problem with that, but it is much like doing your own repairs on a leaky sink. Some people have …
Financial Planner's Biggest Money Mistakes
Financial planner Allan Roth shares biggest money mistakes in investment and savings and how you can avoid them to save your financial future.
What to expect from your first meeting with a financial planner
As is so often the case, we fear what we don't know.
7 Tips for Financial Planners to Gain a Competitive Edge
Technology, social media, networking and more will give your financial planning practice an edge. Keep up with the times and promote your own brand to build your clients with these tips for financial planners.
Should Financial Planners Be Certified by Government Agencies?
Some believe financial planners need to be treated more like CPAs.
5 Top Money Tips From Financial Planners
After attending the Financial Planners Association meeting, I came away with these five ideas to lower taxes, invest smarter and shrink college bills.
Why Financial Planners are a lot like Personal Trainers
Contributed by: Matt Trujillo, CFP® I recently had the opportunity to work with a personal trainer at my local gym. My wife was kind enough to purchase some sessions for me, and it was her gentle way of letting me know I’ve added on a few pounds! When I sat down with the trainer at my initial sessio
What Financial Planners Should Blog About to Get Leads
In the financial management space, almost every CFP® professional has sectioned off an area of their website for a financial planning blog. But are they making the most of it? For most financial ma…
What financial planners wish you were doing about college savings
College is generally not a surprise. From the time your children are born, if you suspect they’re going to go to college—and about 68% of high school graduates do—you have 18 years to plan for it. And yet, only two in five families with kids in college made a plan to pay for it, according …
How Financial Planners Keep Anxious Clients on Track During Volatile Times
Financial planners are working to keep clients from making emotional moves in the wake of recent market volatility.
Financial Planners' Real Job: Not What You Think
Helping people who are panicking about money is more important than a particular plan or a piece of investing advice.
How Financial Planners Deal With Clients Who Freak Out Over Market Volatility
When markets turn turbulent, financial planners use these approaches to keeping their clients on track.
Gray Divorce: What Financial Planners Should Know
Planning for retirement is one thing. Planning for retirement after a mid-life divorce is quite another.
10 Career Track Tips For New Financial Planners
10 Tips for new financial advisors to maximize their progression down the financial planner career track.
Why a lack of diversity among financial planners persists
Among several roadblocks, CFP Board research shows financial planning is not on the radar as a profession for people of color.
What it means to be rich, according to 9 financial planners who would know
For some people, wealth might mean the ability to buy whatever they want. For others, it might mean living without debt.
How to shop for a financial planner
Let's talk about shopping for a financial planner.
Looking for a financial planner?
FPA PlannerSearch® is your single destination to lean about your personal finances and find a financial planner who is a CFP® professional. Your financial pl...
7 Tips for Choosing the Right Financial Planner
This decision will affect all aspects of your financial well-being, today and in the future. Consider these tips to make an informed choice.
