Here’s the story of how I went from a 14-year-old amateur investor to a CERTIFIED FINANCIAL PLANNER™ professional and founder of a financial firm.

Unless you prepare your adult children to handle an inheritance wisely, your efforts and planning to leave a legacy can end up being squandered no matter how much you plan to give them.

While we’ve seen progress toward gender equality in recent years, women continue to face unique challenges that men typically don’t have to work to overcome. This is particularly true when it comes to planning for retirement.

While it may feel like you have plenty of time to create an estate plan, delaying the process can actually result in hidden costs that can affect the value of your estate, the longevity of your business, and the peace of mind of your loved ones.

After a three-year rally, The U.S. stock market has recently experienced some volatility and downward pressure. It’s always important to take a longer-term approach to market investments. In addition to the recent stock market volatility, inflation has been causing concerns. The Federal Reserve is expected to raise interest rates in the spring, potentially slowing the economy and keeping inflation in check.

What is the trick to success? Here are 8 tips to achieving your goals.

At any given time, there is something in your portfolio outperforming expectations and something else that is underperforming. That is the way of investments. So, let’s talk about parts versus wholes.

Many people want to give to charity, but they often don’t know how to go about doing it. First, there are so many different organizations and worthy causes that it can feel overwhelming to choose. Then you have to think about: What is the best way to donate?

Here are five unique gift ideas that will help provide your kids and grandkids with a substantial advantage when it comes to financial security and teach them valuable money management skills as well.

There is still time to make some smart financial decisions before the end of 2021. Here are five tips to guide you.