CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

Long before founding his firm, Gabe began developing a people-first mindset that still informs his work. He has spent his career listening to families and observing how values, habits, and experiences ...

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...

Uncover the secrets to stress-free retirement planning with this surprising solution.

Here's how to find an advisor who can help preserve wealth, create flexibility and align your business and personal financial ...

Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Now is the time to talk with high-net-worth clients about using the temporarily doubled estate and gift tax exclusion before its sunset in 2026, Bob Keebler, CPA/PFS, stressed in a webcast. Unmarried, ...

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...