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If you are closing in on $1 million in retirement savings, it can feel like you finally made it. Years of discipline, investing and saying no to lifestyle creep appear to have paid off. But certified ...

Flores serves as a Wealth Advisor at Vance Wealth and is the first woman at the firm to earn the CFP certification. Her ...

Plan for end-of-life decisions: Similar to the aforementioned point, include clear instructions for end-of-life care in your estate plan, including a living will or healthcare directive. It’s also ...

One in 10 CFPs is based in California, according to the research. As of early 2026, the Golden State had the most CFPs with 10,868 certificants, with an estimated 3,628 consumers available to each one ...

One in five Americans say they have not considered the cost of healthcare in retirement, according to Fidelity Investments’s ...

Discover the CFA, CFP, and CPA certifications that enhance career prospects and deliver strong ROI in finance. Learn which path aligns with your career goals.

Colorado firm's proprietary Rothology® has saved 1,700 families an average of $3.2 million in lifetime retirement ...

Anderson Tax & Consulting, led by Steve Anderson, CPA, also now operates as part of True Wealth Design. Anderson and his team continue to serve clients from their Gahanna office, bringing expanded tax ...

A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers.

Practical strategies can help Canadians regain a sense of control. Building a clear, realistic plan – made up of small steps that can be carried out consistently – is an important starting point. To ...