I'm a financial planner with a simple piece of advice for your money before the April 2 tariffs are imposed
President Donald Trump has announced new tariffs to come into effect on April 2. CFP Anna N'Jie-Konte has advice on what to ...
I’m a financial planner and editor. Here are 5 ways to know if you’re getting trustworthy money advice online
As a Certified Financial Planner (CFP) and someone who edits personal finance content for a living, I’ve seen firsthand how ...
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Advisors with CIMA, CPWA and RMA marks have more income and AUM
Experts say those survey results simply reflect successful and experienced teams, but the alphabet soup of certifications ...
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Businesses bracing for upcoming tariffs
KTVU's Alex Savidge and Betty Yu sit down with James McBride, Certified Financial Planner and Founder of the McBride Group to discuss the upcoming series of tariffs expected to affect businesses ...
Ask the experts: I’m worried a market crash could crush my portfolio. Should I hire a financial advisor?
“If you’re freaking out about the market, take a step back and remember: We built your portfolio knowing this could happen,” ...
CFP Board Seeks to Relax Standards for Past Bankruptcy, Alcohol and Drug Offenses
The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...
How new and experienced filers can tackle the 2025 tax season
WESH 2's Jason Guy and certified financial planner, Reshell Smith, discuss different ways to alleviate any common dread ...
Why Your 401(k) Might Be Underperforming and What You Can Do About It
“ 401 (k) administrators also have an obligation to regularly review the funds they’re offering in the plan, so if any funds ...
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What is driving younger advisers to become chartered or certified?
Younger advisers are seeing the value of increasing their technical knowledge and becoming chartered and certified financial ...
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Tax Cut Expiration Could Severely Impact Retirement Planning, CFPs Warn
A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...