We talk with Regina McCann Hess, a Certified Financial Planner, president of Forge Wealth Management and author of Super ...

Navigating complex financial decisions is hard on your own, no matter how much money you have. A wealth manager can provide ...

I'm a financial planner, and while I can't control the market, I'm taking steps to respond to it. I had been considering buying a new car — I'm forgoing those plans and assessing my priorities.

When financial advisors face new situations in their own finances, they look at what needs to change — and what can change as necessary. andreswd/Getty Images© andreswd/Getty Images ...

The way you think and feel about money is deeply personal. It is shaped by your unique history, shared culture and the people you love. Speaking openly about your financial journey with people you ...

Certified financial planner and author of " Superwoman Wealth- how to be your own financial hero"- Regina McCann Hess joins Sunrise and gives us 5 tips to stay financially healthy.

So thinking back over your 10-plus years of being a financial planner, what do you think makes the difference between someone who is able to really benefit from your relationship, what a financial ...

I asked financial planners for their best advice for my money in 2025 so I know what goals to set. I expect to have lower income this year, so converting money in a traditional IRA to a Roth IRA ...

Share the knowledge: Don’t keep it a secret! Share your insights with your clients through newsletters, blog posts, or even short videos. It positions you as a thought leader and builds trust. 2.

As a financial planner, I tell my clients to treat their homes as utilities rather than investments. The real return on a single-family home is around 1% or less.