Accounting

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.

Going independent is alluring, but it also has its quirks. For instance, there is usually no support staff. Finding new clients while properly serving existing ones is “a juggling act,” CFP Tom Fredrickson says.

To get from where you are today (even if that’s a pretty nice place) to where you truly want to be, you need a system.

For one strategy, clients should create income streams that have built-in protection, such as Social Security and long-term insurance.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

The final installment of our annual listing, organized alphabetically.

Retired air traffic controller and former FPA president Richard Salmen was named to a one-year term in 2018, succeeding Blaine Aiken.

The next installment of our annual listing, organized alphabetically.

A variety of clients may find it wiser to hold back.

The first installment of Financial Planning's listing of degree programs for prospective planners.

In his underdog bid in North Carolina, Andy Millard says he's fighting big Wall Street money: "The financial consumer is not well represented in Congress."

The approaching milestone represents growth of about 30% in the past 9 years.

Certain courses can provide specialized knowledge and demonstrate competence — but pick the right ones.

Certain courses can provide specialized knowledge and demonstrate competence — but pick the right ones.

A court will soon decide if an appeal by Jeffrey and Kimberly Camarda, who allege mistreatment by the professional organization, can move forward.

Playing nicely with CPAs can help advisors land new clients.