Jay Henry, CFP®, CEPA®, announced today the launch of Coppertree Financial Planning, an independent, fee-only financial ...

"Our mission has always been to deliver thoughtful advice and service with a personal touch. Raymond James' client-first culture and extensive resources grant us the flexibility to continue doing what ...

While baby boomers should be entering retirement or imminently poised to, as many as 30% of them are delaying retirement due ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

Mike Switzer interviews Chris Cabri, a certified financial planner with Wells Fargo Advisors in Greenwood, SC.

Understand the role of a wealth advisor and their services to find out how they can help manage and grow your financial ...

I recently learned that I'm going to become a grandparent for the very first time.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Money asked financial planners to share advice for furloughed federal workers navigating the government shutdown.

When you think of retirement readiness, you might assume older generations are in the lead. However, less than half (42%) of ...