Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
Social Security isn't just for retirees. In fact, nearly 4 million children in the United States receive Social Security benefits. In this short video, Certified Financial Planner® Matt Frankel ...
Picking a financial advisor is not an easy task. An advisor’s true worth is realised only after a few years, depending on how your investments have weathered the market volatility and whether your fin ...
Two Midland residents were recently appointed to state boards by Governor Gretchen Whitmer. Ann Scott was appointed to the State Historic Preservation Board. Scott is a principal and environmental ...
While the automatic bids were out of the CFP committee's hands, they likely deserve credit for getting it mostly right with the rest of the field. No. 1 Oregon (Big Ten) was soundly beaten 41-21 ...
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
Your tax return could trigger an IRS audit if you skip key tax forms, experts say. Here’s a checklist of forms and when to ...
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return to the country ...
New for 2025, FFP welcomes Triage Cancer. Currently focusing on the legal and practical issues that arise after a cancer ...
Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.