The CFP Board says that 2025 ended with another record number of certified planners, but only 24% were women and just 10% ...

A holistic financial plan goes beyond—here’s how to approach it.

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

Find out how to navigate the complexities of wealth, taxes, banking and estate planning when you move to a new country ...

PARKERSBURG — October was National Financial Planning Month and officials with United Bank and Hall Financial Services are telling people to start planning for their financial future. With the ...

A divorce financial planner collects and analyzes financial information to help their client make decisions when settling a divorce. Many, or all, of the products featured on this page are from our ...

CHARLES TOWN, W.Va., Dec. 9, 2025 /PRNewswire/ -- (OTCID:PTBS) -- Potomac Bank recently announced it was voted the "best" in the Martinsburg Journal-News 2025 Best of the Best Readers' Choice Awards ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

FILE - This Oct. 24, 2016 file photo shows dollar bills in New York. It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and ...