A bond ladder is a portfolio of bonds that mature at intervals —and you may want to open one before interest rates fall ...

Many of my female clients come to me feeling intimidated by investing. It's understandable—our industry is often filled with ...

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

FP Alpha is a powerful tool for financial advisors, filling critical gaps in tax, estate, and insurance planning. It ...

Ayana Forward is a Certified Financial Planner based in Ottawa, Ont. She owns Retirement in View, a fee only financial planning firm that specializes in helping clients within one to five years of ...

A financial planner will recommend how to bring down the ‘consumption’ of your income. You could be over-insured (or be ...

I hired a financial planner who recommended an annuity. The annuity yields me 5% per year on about $800,000 invested, with return of principal pay ...

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

Financial planning can be daunting for anyone, but women often face unique challenges due to societal, economic, and personal ...

From rent and bills to property ownership and pets, a cohabitation agreement can help safeguard your rights and assets. Eric ...

It can save employers money and help level the playing field for women who may be seen as a liability when they have children ...