Question: “I’m 57, low income and looking for a certified financial planner (CFP). I own a house but am still paying the mortgage. What would be the best route to take in terms of finding someone to ...

David Straughan is a content manager and veteran journalist who specializes in the automotive and finance industries. He combines rigorous data analysis, exhaustive research and conversations with ...

The Role of Banking Access in Reducing Poverty, Why It’s Expensive to Be Poor in America, Addressing Systemic Barriers to Economic Opportunity For many of us, the financial system is a lifeline — ...

Traditional financial planning often assumes that income remains stable or grows predictably. But there are numerous risks to income—career disruptions, economic downturns, and technological ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Suzanne is a content marketer, writer, and fact-checker. She holds a ...

Turning a $1 million portfolio into reliable passive income is less about chasing the highest yield and more about ...

For those aspiring to affluence, securing a job with a high salary would seem to be a big step in the right direction. However, recent reports reveal that high income alone does not guarantee a high ...

Your retirement income planning strategies will depend on your circumstances. Some key factors to consider include: Have questions about retirement income planning? Click here. There are many possible ...

Q: I had an unfortunate surprise when I did my taxes for last year; any suggestions? A: I’m not sure what your "unfortunate" surprise was, but tax planning for the "no/low income" years is equally as ...

Why settle for low returns on your nest egg when you can earn higher returns for about the same level of risk?