A detailed financial plan can provide clarity about your situation, help you adapt to changes and serve as a road map toward ...
Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Staff Personal Finance Editor, Buy Side ...
Understand the role of financial consultants, their services and how they compare to financial advisors Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a ...
Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about personal loans, home equity loans, mortgages and banking. She lives in North Carolina and has taught and ...
For a professional to be considered a financial therapist, they must be certified by the Financial Therapy Association (FTA). The certifying body requires applicants to have a bachelor’s degree in a ...
Thinking about a career in finance? Learn what a Certified Financial Planner does, how to become one, and why being a CFP® ...
If you spread risk, strengthen your finances, and stick to the plan, you can avoid having to take desperate, damaging ...
CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...
Michelle Cull is a member of CPA Australia, the Financial Advice Association Australia and President Elect of the Academy of Financial Services in the United States. Michelle is an academic member of ...
Errors on credit reports. Unexpected bank and other “junk” fees. New financial products that conceal their true costs and terms. For help with those problems, millions of consumers in the U.S. have ...