The board of directors of the Financial Planning Association has named its current treasurer, Daniel Galli, as its ...

The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, announced today that the Board of Directors ...

No matter how much money you have, every adult faces countless financial decisions every year — how to stay afloat, prosper, ...

Finding a financial advisor familiar with the unique needs of actors and entertainers is crucial for those managing the often ...

Client insights came from the Allianz 2024 Annual Retirement Study, conducted online in February and March with a nationally ...

Joint letter by CFP Board, the FPA and other industry associations floats incentives for Main Street investors as Trump-era tax policy nears its expiration date.

While Congress recognized the value of professional investment and financial planning advice by providing a tax deduction for those services up until 2017, an “unintended consequence of this repeal ...

As Congress looks ahead to a debate over the expiring Trump tax cuts, advisor groups are hoping to win back the deduction for ...

Cash value life insurance is part of holistic planning for investors. What mistakes are investors making regarding life ...

A coach helps clients with their spending decisions in the here and how, while an advisor works on long-term planning.

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