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A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg.

CFP Board announced that Terri Kallsen, CFP ® has ascended to the role of Chair of its Board of Directors.

CFP Board today announced the results of the November 2025 CFP® Certification Exam. The exam was administered during a November 3-12 testing window to 3,970 candidates. Following the largest ever July ...

Learn more Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit ...

Browse investing articles and stock analysis by Kailey Hagen, CFP. Get expert financial insights and investment advice from The Motley Fool.

Non-traded REITs offer access to real estate investments not listed on exchanges. Understand their risks, benefits, and how they work within your investment portfolio.

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...