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Financial Planning Rising Stars

FP Rising Stars: Planners of the Future

We’re delighted to announce the winners of a new award: Financial Planning’s 2021 Rising Stars. This list celebrates 10 early-career financial planners who embody the values of the profession and are on a trajectory to make a difference in the field. Selected from amount nominees across the country, the winners are both young advisors and career-switchers.

The ins and outs of credit card welcome bonuses—from an expert who made $2,000 per year

CNBC Select speaks to a certified financial planner about how she uses credit card welcome offers to her advantage and her advice on managing credit with your spouse.

Danielle Harrison on the F.I.R.E. Movement

Our podcast is designed to provide you with top business insights, fresh perspectives from world-class guests, and the tools you need to lead better than before. In this episode, Tony Richards interviews Danielle Harrison, Wealth Advisor, on the Financial Independence, Retire Early (FIRE) Movement.

Here are the 7 biggest investing mistakes you want to avoid, according to financial experts

Here are the common mistakes that the average investor makes with their money.

A financial planner gave me some simple investing advice when I graduated college, and I’ve sworn by it ever since

Experts agree: These are the 5 worst money mistakes you may be making

Don’t have an emergency fund? This mistake, plus four others you may be making with your money.

38 ways to avoid lifestyle creep

To prevent you from falling prey to lifestyle creep, also known as lifestyle inflation, we consulted Certified Financial Planners, financial advisers and other personal finance experts. Here are 38 ways to avoid lifestyle creep.

9 Ways to Raise Cash Quickly

The $2 trillion coronavirus stimulus package is providing a $1,200 check for millions of Americans.

Yes, there is such a thing as paying off too much debt—here’s what you should know

CNBC Select spoke with three financial advisors about what to consider when becoming debt-free.

How to get your affairs in order if your spouse is dying

Beneficiary designations, tying loose ends, reporting last wishes — here’s what you can do now

Steps To Take If Your Employer Stops Matching Your 401(k) Contribution

Certified financial planners detail the actions to take if your employer has stopped matching your contribution to your 401(k) plan

Only having a debit card can actually hurt your credit—here’s how

While credit and debit cards are completely different, only having one may have an effect on the other. CNBC Select explains how.

A retirement savings hack thanks to this year’s delayed deadline for filing tax returns

The deadline to file taxes and contribute toward last year’s IRA limit was delayed to July 15

Why you should never borrow from your 401(k) to pay off debt

Making on-time payments has the biggest impact on your credit score—here’s how automating them can help

Paying your bills on time makes up 35% of your FICO score calculation. Autopay is an easy way to make sure it gets done.

More money, more problems: What to do if your client wins Powerball

Boomers Facing Tough Financial Decisions

Using your company credit card may help or hurt your personal credit score—here’s how

Before you charge another business expense onto your company card, know that it could impact your own credit history. CNBC Select takes a look at how to find out whether your company card is hurting your score.

Here’s what to do if your employer cuts your 401k match

Coronavirus is roiling markets. We asked 5 CFPs how they’re currently managing their personal portfolios

Are you putting too much money toward your debt? Watch out for these 4 red flags

Three financial advisors offer signs that you may be paying too much on your debt.


You’re almost out of time to get this smart retirement benefit

The deadline is July 15, the extended tax filing day.

Filing for bankruptcy can cause a good credit score to drop at least 200 points—here’s what you should know

CNBC Select breaks down how bankruptcy due to loss of income or expensive medical bills can impact your credit and which cards can help.

You might be able to retire earlier than you think. Here’s how.

Retiring early might seem like an impossible financial goal. But with the right plan in place, it can be done.

Thinking about borrowing from your 401(k)? When it makes sense to take from your retirement account — and when it doesn’t

This strategy is complex — proceed with caution

How To Be Smart While Spending the Minimum Spend Requirement To Claim a Credit Card Bonus

Here are 5 pieces of credit card advice that financial advisors are giving their clients in 2021

Select asked two financial advisors to weigh in on how to best manage your credit cards.


Baby items can get really expensive—and babies tend to outgrow things very quickly. Here are the newborn necessities you can save big on by buying them used.

‘I’m no hedonist’ but I want to build our next home for retirement, my wife says no. We’ve saved $3 million. What should I do?

The Pros and Cons of Credit Card Churning

How Financial Advisers Can Help Clients With Medicare

Financial advisers share their strategies for how firms can best serve their clients with Medicare, and those who will soon be turning 65.

7 Ways to Live a Little in Retirement

Don’t let fear of running out of money keep you from enjoying your retirement

How to score a write-off on ‘Giving Tuesday’ if you don’t itemize deductions

One Case Where It Can Make Sense to Pay for Child Care With Credit Cards


How People Play the ‘Credit Card Game’ of Trading Up to a Better Card


Understanding Personal Finance for Physicians

Expert Insight on Personal Finance for Physicians

3 reasons why young people should stop using debit cards

CFP® Danielle Harrison offers her advice to young debit cardholders.


Here Are 3 Things 401(k) Millionaires Should Consider Before Retiring Early


Interest rates are rising: How to prepare

Most economists expect the Fed to raise rates four times this year.

Romance and finance: How to create and maintain a healthy budget with your partner

5 Things Most People Don’t Know About Common Home Renovation Projects

Becoming an Investor in Real Estate Rental Properties

Learn how to choose a property, get it financed and start making an income.


XYPN Radio

XYPN Radio Episode #335

Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison


Real Simple Magazine
Become a savvy credit card owner, not a mindless swiper.

Social Security: Experts Debunk 6 Myths

Myth No. 1: Social Security is not going bankrupt.

Many employees of start-ups are attracted to the prospect of a big payout and an early retirement, but the strategy can require more luck than skill.

I want a trustworthy certified financial planner who charges less than 1%. Where do I look?

Should you get a small business credit card?

‘I’m paycheck to paycheck.’ I make $350K a year, but have $88K in student loans, $170K in car loans and a mortgage I pay $4,500 a month on. Do I need professional help?

Retirement savings by age: What to know

Here’s exactly how much Suze Orman and Dave Ramsey say you need to save right now (and psst: most of you are falling short)

The emergency fund is crucial, especially in uncertain economic times like these.

‘Somehow we live check to check.’

We make over $200K a year, but owe $100K on HELOC loans, never learned to save money and feel like we’ll never be able to retire. Do we need professional help?

Retirement Mindset: These Easy-To-Remember Guidelines Break Down Where You Should Be by Decade

One simple piece of money advice both Shaq and LeBron live by that you should too — well, to a point

Here Are the Top 10 Colleges to Attend if You Want to Get Rich

Neither Harvard nor Yale ended up in the top ten.

I plan to retire at 62. I get $1,500 a month in rental income and have $200,000 in savings. Should I get a financial adviser to help me?

I just want a financial adviser to help every now and then — but most of them want me to pay them year round. No thanks. What’s my move?

Life Insurance vs. Roth IRA: Which One Is Better for Retirement?

Best Student Loans for Parents

A number of CDs now pay 5%. This is the art of maximizing that return for years to come, pros say.

Some savings accounts are paying 4.75% or more. Is it time to switch banks?

4.75% on your savings? Thanks, in part, to Fed rate hikes, this is now the reality.

How Does Life Insurance Work?

401(k) vs. Life Insurance: Which One Is Better for Retirement?