“The tax benefits of a 529 plan vary by state. Many states offer a tax deduction for contributions made within the year, ...

For the same reasons, the CFP® certification has a strict education requirement to ensure all candidates’ knowledge and skill sets are up to par. After meeting the education requirements ...

Need more practice test questions to prep for the CFP® exam? This article features 5 questions for each of the eight areas you’ll find on the real exam: one easy, two medium, and two hard.

Further, if you do not want your children to remain financially dependent on you well into their twenties and thirties, you ...

Discover key differences between fiduciary advisors brokers, how CFP professionals uphold client-centered standards, and what to verify when choosing an advisor.

The brand gathered to present the check to CFP representatives at a local Whistle Express in Charlotte. Photos and videos from the check presentation are linked here, with videos of remarks from CFP ...

To become a CFP, you need to meet standards across education, examination, experience, and ethics. CFPs act as fiduciaries, meaning they put clients' best interests first. "A fiduciary is a legal ...

At the same time, consider opening education accounts, like a 529 plan for your children ... plans or separate brokerage accounts for their benefit,” said Bryan Kuderna, CFP, author of “What Should I ...

The first Big 12 edition of the Holy War rivalry — and first meeting since 2021 — has all the early signs of chaos.

Wedbush Securities, a prominent diversified independent financial services provider, is pleased to announce that Lisa ...

The Foundation is proud to support the American College of Financial Services for a fourth year with scholarships, alumni professional development and career services. Additionally, this is the third ...