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A CFP® professional is a financial planner who has met CFP Board of Standards’ requirements in four areas: education, exam, experience and ethics. More than 110,000 people in the U.S. hold the certification. Those requirements matter because most of the words used to describe financial help carry none. FINRA notes that financial advisor, financial planner, […]

More Americans are turning to AI for financial information instead of human financial advisors. According to First National Bank of Omaha’s 2025 Financial Wellbeing Study, 46% of consumers get financial guidance from AI tools, compared to just 31% who consult an advisor. Nearly half have already used tools like ChatGPT to help manage their money, […]

We’ve all done it … make that purchase and get home only to realize we have double the item. Learn how to get the most out of your pantry and groceries without doubling up!

We share a few simple behaviors that can help you get ahead of the game so you’re not caught unawares when an appliance (or something bigger) sputters out.