If you’ve ever inquired about receiving financial guidance or help to set goals for your future and wealth, you’ve likely come across someone with a certification called a certified financial planner, ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

As a certified financial planner, I’m often asked, “What’s the best stock to buy?” My answer is always the same: “It depends.” This response may seem vague, but it’s rooted in the understanding that ...

“To be satisfied with what one has; that is wealth,” wrote Mark Twain. True words. But beyond being satisfied, we also want to make sure we are able to protect and grow the wealth we have. D Magazine ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Vikki Velasquez is a researcher and ...

April is National Financial Literacy Month, and a certified financial planner is debunking some common money myths.

Garrett Bourbina has three professional work titles. Bourbina is a certified financial planner (CFP), accredited portfolio management advisor (APMA) and is the senior wealth advisor at the Landing ...

There is no official distinction between a financial advisor and a financial planner, including the types of services each offers. Professionals who market themselves as financial advisors might be ...