Sunday, July 5, 2026
Financial Planning
Ready for a retirement certification? Consider these factors
Visitors to FINRA's website for professional designations who search with the word "retirement" will find 24 different marks related to...
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7 of My Favorite Fiction Books
One of the changes I’m most excited about this year is that I’ve fallen back in love with reading fiction....
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How to File Business Taxes (Step-by-Step for 2026)
NerdWallet Small-Business Advisory Board This article has been informed by a member of our NerdWallet Small-Business Advisory Board, a select...
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Mortgage Rates Today, Tuesday, June 30: Still Steady
It's not a big enough dip to really make a difference, but mortgage interest rates are slightly lower today.The average...
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Navigating the new student loan rules on repayment plans
Student loans have occupied an awkward middle ground in the financial lives of many millennials and Gen Zers earning a...
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Lessons Learned From Building A $60B Advisory Enterprise: #FASuccess Ep 496 With Shannon Eusey
Welcome everyone! Welcome to the 496th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Shannon...
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267. “I make 2x more than him. He feels ashamed”
Ramit Sethi of I Will Teach You To Be Rich talks to Maria and Andre, a married couple in their...
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‘Starting an RIA’ book available for Financial Planning subscribers — download today
Enjoy complimentary access to top ideas and insights — selected by our editors.Want unlimited access to top ideas and insights?...
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How an advisor turned the ‘dumbest idea ever’ into a $780M RIA
When John Evangelista became a financial advisor 31 years ago, one of his first orders of business was to apply...
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*SUPER HOT* REI 4th of July Sale: Hot Deals on Smartwool, Patagonia, Cotopaxi, Chacos, plus more!
Don’t miss REI Co-op’s 4th of July Sale that is going on right now! REI Co-op is running their BIG...
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