CFPs

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.

It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group.

While seeking input on how to better nationally integrate operations, the FPA has scrapped the idea of wrapping all chapters into a single legal entity — for now.

As the first woman to medal in both the Summer and Winter Games, Lauryn Williams knows a thing or two about pivoting into a new role.

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

Competition from the nonprofit and for-profit sectors has increased exponentially, says Lauren Schadle, chief executive of the FPA.

Its premium offering will switch from an asset-based fee to a $30 monthly subscription.

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.

The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.