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CFP
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9 days ago
Experts say that student loan borrowers should proceed with caution when taking on more debt or consolidating after July 1, due to upcoming changes.
21 days ago
Trump Accounts have a 'tax-advantaged' alternative, CFP says — yet few families are capitalizing ⊕
Trump Accounts, which launch this summer, will offer another tax-deferred savings option for families. But experts say 529 plans are more tax advantageous.
25 days ago
Helping an aging parent with finances can put you 'in conflict,' CFP says — how to approach it ⊕
It's not uncommon for adult children to realize they may need to help manage their aging parents' finances. Here's how to approach the transition.
3 months ago
Fewer active managers beat index funds last year. Think of them as portfolio 'teammates,' not 'rivals,' CFP says ⊕
Among actively managed mutual funds and exchange-traded funds, 38% beat their passive counterparts, down from 42% in 2024, according to a Morningstar report.
Want to save more without thinking about it? A CFP’s 6-step system ⊕
This CFP-approved savings checklist helps you grow your money on autopilot.
Don't ask 'How much do you make?' on a date—use these 7 questions instead to reveal their 'financial mindset' ⊕
"Start with these questions that invite real answers, stories, preferences, and patterns," says Douglas Boneparth, CFP, president and founder of Bone Fide Wealth.
4 months ago
Considering making an extra mortgage payment? A CFP on 5 things to weigh first ⊖
Think about your debt and current mortgage rate before taking the plunge.
5 months ago
ACA subsidy cliff may mean 'astronomical tax bills' for many, CFP says ○
Enhanced premium subsidies for health insurance bought on the ACA marketplace have expired and the so-called subsidy cliff has returned.
Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18 ⊖
Even if you don't have millions of dollars, you still need a thorough estate plan, says one CFP and author.
Oregon silence Texas Tech in Orange Bowl to reach College Football Playoff last four ○
Oregon defense shuts down Texas Tech offense
CFP bye curse continues under expanded playoff
Ducks advance to Peach Bowl semi-final
Matayo Uiagalelei forced a fumble that set up an Oregon touchdown, Jord…