CFP Board announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent and ethical financial advice, and protect the public.
As we approach the end of 2025, financial professionals face a pivotal opportunity to help clients maximize charitable giving strategies before key tax provisions change.
Federal Reserve cuts ratesby one quarter basis point, warning of slow job market as inflation stays stubbornly above target.
Federal Reserve policymakers are in a tough spot as they meet this week. Even before President Trump pushed through new tax cuts, federal spending adjustments and tariffs, the economy was slowing. The One Big Beautiful Bill Act increases anticipated federal deficits a bit more than $300 billion a year, but Mr.
The Fed faces a balancing act: offer enough stimulus with a rate cut to reassure markets without signaling panic or jeopardizing credibility.
The cultural divide among Generation Z isn’t just political — it’s deeply personal.
Nearly a million fewer jobs were created during the end of the Biden Administration, according to a recent report by the Bureau of Labor Statistics. If the Federal Reserve has been basing interest rate decisions on preliminary data from the Bureau of Labor Statistics, then American families who' ve suffered under high rates deserve a massive correction by the…
Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals.
New York Life’s latest Wealth Watch survey reveals a growing “financial confidence gap” — the difference between where Americans feel they are financially and where they aspire to be.
The oldest members of Generation X turn 60 in 2025 and many in the “middle child” generation find themselves hurtling closer to their retirement years with deep uncertainties about the state of their finances.
The firing of Federal Reserve board member Lisa Cook isn't just about Lisa Cook- it's about presidential power. President Donald Trump's penchant to act first, ask later was on full display recently when he became the first president in American history to fire a member of the Federal Reserve Board. Before he fired Lisa Cook, President Trump had spent months…
Connecting with millennial and Generation Z advisors requires a different approach than what may have worked in the past.
Concerns about global trade and tariff changes are adding to the financial pressures that many American retirees are facing.
The 2026 MDRT Executive Committee welcomed John F. Nichols, MSM, CLU, as the 100th MDRT President, and Simon D. Lister,…
How to address the criticisms about how this market works and embrace the opportunities that it opens.
Nearly 3 out of 5 people surveyed said they made regrettable financial decisions based on misleading information they received online
This dramatic demographic shift brings with it not only increased demand for retirement and health care planning but also an urgent need to safeguard seniors from financial exploitation.
The recently passed One Big Beautiful Bill Act could impact personal finance and tax strategy.
The Financial Planning Association announced LeCount R. Davis, MCS, CFP, is the recipient of the association’s and profession’s highest individual award – the 2025 P. Kemp Fain, Jr., Award.
Private credit is an alternative investment that involves providing loans to businesses outside traditional channels.
