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Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.
November 13 -
The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.
October 3 -
The Milliman 2025 Retiree Health Cost Index reveals that a 65-year-old couple may need up to $388,000 for medical expenses in retirement.
September 9 -
Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know.
August 27 -
Employees aren't saving enough for retirement or for the costs associated with healthcare and caregiving needs.
August 4 -
A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.
July 24 -
Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.
July 17 -
Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.
July 10 -
Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.
July 9 -
Financial advisors often place their own health behind that of others, but the firms who help them address it can get an edge in the fight for talent, experts say.
July 7 -
Despite health savings accounts being highly tax-advantaged, most savers do not fully utilize their unique benefits, new data from the Employee Benefit Research Institute shows.
June 18 -
The program to coach Division I players on wealth management concepts comes as they navigate new layers of complexity from new sources of potential pay.
June 4 -
"The Four Money Bears: Berryville" will challenge fifth-graders or older children to run a successful business by building inventory and a loyal customer base.
May 19 -
The Internal Revenue Service announced the inflation-adjusted amounts for health savings accounts in 2026.
May 7 -
IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.
April 15 -
An investor who began his career at Ameriprise collected profiles of professionals from an array of fields whose achievements point the way forward.
April 11 -
More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.
March 14 -
Ex-Oklahoma State University Cowboys player Brendon Evers says NCAA athletes need more guidance that reminds them to think about life after sports.
March 7 -
Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other programs for middle and high schools.
February 27 -
Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.
February 26



















