Are Financial Apps and Websites Effective in Helping Individuals with their Financial Goals? Implications for Financial Planners

The Foundation for Financial Planning is the nation’s only charitable organization solely devoted to supporting the delivery of pro bono financial planning to at-risk populations.

Facilitating Virtual Client Meetings for Money Conversations: Skills, Strategies, and Outcomes.

Financial Advice, Investment Knowledge, and Portfolio Diversification

Get to know planners and career paths in a fun and engaging way! Join host Stephanie Trexler, CFP® as she interviews Erica James, CPA, Luis Rosa, CFP®, EA and Hannah Moore, CFP®.

Normal human bias is a fundamental reason for poor client decision making.

Philanthropy is becoming an increasingly important aspect of our current and future clients' lives and many firms are seeing this as a major area of opportunity.

Imagine looking at homes or vehicles and obsessing over their details, only to then be told you had to provide your income and assets and THEN the seller would get back to you on the price they were customizing only to you.

Explore the foundation of including housing wealth with a reverse mortgage in the financial planning process.

Estate planning, always an important element of a comprehensive financial plan, has taken on increased importance and urgency, especially for high net worth individuals.