(Wall Street Journal - 3.9.2026) Extended car warranties can cost hundreds to several thousand dollars depending on coverage, vehicle type, and contract length. This guide explains typical price ranges, key cost factors, and whether the protection is worth it.
Read More(Financial Planning - 3.9.2026) The CFP Board launched a new ‘Dive’ ad as part of its $27M ‘It’s Gotta Be a CFP’ campaign to boost public awareness and trust in CFP professionals.
Read More(The Daily Upside - 2.26.2026) A graying population aging at home requires investments in senior-friendly designs and financial advisors can help.
Read More(The Daily Upside - 2.17.2026) For many advisors, the polished, country-club professional script can feel inauthentic.
Read More(The New York Times - 2.14.2026) The artificial intelligence frenzy is creating personal fortunes rarely seen in modern technology and changing people’s attitudes about fairness and money in relationships.
Read More(Financial Planning - 2.6.2026) Nearly three-quarters of financial advisors say their firms offer professional development programs, from CFP exam support to in-house training, according to the latest Financial Planning research.
Read More(NerdWallet - 1.30.2026) Adding an income stream can help boost your bank account, but it can also introduce new costs and complications.
Read More(Financial Planning - 1.22.2026) Financial advisors should balance showing technology with delivering expert results, which includes sharing client-facing tools when it adds clarity, but emphasizing outcomes over tech details to build trust and avoid confusion.
Read More(SavvyMoney - 12.11.2025) Tips for investment check-ins on risk, goals, and allocations.
Read More(SavvyMoney - 11.26.2025) Consider this financial and emotional guidance for those facing end of the year career changes.
Read More(Financial Planning - 1.7.2026) Explore why spot Bitcoin ETFs may leave investors on the hook for tax inefficiencies compared to direct ownership and how advisors can navigate these trade-offs.
Read More(Financial Planning - 12.31.2025) Discover the top 10 books financial advisors loved in 2025, from professional growth to client communication and planning insights that elevate your practice.
Read More(Financial Planning - 12.10.2025) Year-end financial advisor checklist for 2025: key client deadlines, tax-sensitive planning, retirement actions, and strategic firm priorities to finish the year strong.
Read More(SavvyMoney - 12.3.2025) Here’s how to stay safe and protect your finances at the peak of fraudulent activity.
Read More(SavvyMoney - 11.20.2025) A guide on how to handle money you inherit.
Read More(SavvyMoney - 11.15.2025) Strategic tips to help you decide if you can save more money with a refi.
Read More(SavvyMoney - 10.23.2025) Guidance for helping family and friends without damaging your own finances.
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