Now that you know how to set effective money goals, here are 10 examples of SMART financial goals you can consider setting for the new year. 1. Build an emergency fund ...

1. I make reasonable assumptions Most financial advisors use some type of financial planning software, which has a feature that provides retirement plan projections (e.g., probability of success).

When it comes to the motivations of consumers, it’s easy to rely on narratives that appear frequently in the media. Regarding financial planning, there are many often-repeated assumptions that ...

When we at FP Canada discuss financial resilience, we’re talking about a household’s ability to get through the financial hardships, stressors and shocks that come as a result of unplanned life events ...

The planner must also “exercise due care in gathering relevant and appropriate information to help the client make an informed decision around implementation, including the possible use of robo-advice ...

A CFP shares 4 powerful lessons to help you grow your career and take control of your finances—start building wealth and ...

A financial planning license may not be a prerequisite to obtaining professional designations. For example, if you'd like to become a certified financial planner, you'll need to complete a course ...

For example, in large corporations, investing in AI is a strategic way to optimize performance and future-proof operations. AI optimizes processes in forecasting, strategic planning, financial close, ...

In fact, they may result in no product sales whatsoever. Instead, financial planners or financial advisors synthesize information to make well-educated, informed recommendations.

I asked financial planner Adam Scherer to review my retirement portfolio and tell me if I'm on track to retire as a millionaire. He said I'm making four mistakes that are holding me back from ...

For example, the 2024 table suggests that a woman at age 50 has a 50 per cent chance of living until 92, a 25 per cent chance of living to 96 and a 10 per cent chance of living to 99.

Financial educator Kelley Keehn It can be confusing to pick a planner with the right credentials and investment style—as well as understand their fees, said financial educator Kelley Keehn.