3 Things Your Tax Refund Can Tell You About Your Finances (And What To Do About It)
Your tax refund -- or lack of -- can tell you a lot about your finances. It may feel great to get a big tax refund, but it ...
Financial Planning5d
The states where CFP certification is surging — and why
SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...
Forbes14d
Financial Planners Help Get Your Financial Life In Order
When choosing a financial planner, the best policy is always to choose a fiduciary so you know the products and services they recommend are best for you, not them. Certified financial planner (CFP ...
‘What’s the smart thing to do here?’ I have a $245K pension, but it’s been frozen. Now what?
Consider a fee-only planner to minimize the potential for conflicts of interest that arise when a planner isn’t a fiduciary.
Jimmy Joseph Cusimano
Jimmy Cusimano merged his practice with DJM Wealth Management and Insurance Services, part of Northwestern Mutual Private ...
Millions of student borrowers are behind on loans — and may see their credit scores tank, VantageScore finds
The 9 million federal student loan borrowers who are late on their bills may see their credit scores tank by as much as 129 ...
Jessica Aliotti
Jessica Aliotti has been a financial advisor at Northwestern Mutual since 2014, consistently acquiring 70 new clients ...
FP Canada™ 2025 Financial Stress Index reveals top financial stressors, barriers and generational differences
Money-related stress is nothing new for Canadians. However, the eighth Financial Stress Index, a national survey of 2,000+ ...
‘Volatility is part of the game': What financial advisors are telling investors about market turmoil
The Dow continued to fall on Tuesday after Trump announced higher tariffs. Here’s what advisors are telling their clients.
Protecting financial investments | How to navigate the current economic climate
WESH 2's Sanika and certified financial planner, Reshell Smith, offer insight to investors amid uncertainties regarding tariffs, the economy shift and massive job layoffs.