According to the U.S. Census records, 40% of the population is aged between 35 and 64. This statistic means that a substantial percentage of the nation's population is in the wealth-formation phase of their life cycle and should be saving towards their retirement goals. Hence, the demand for...

The personal finance literature has documented the positive effects of financial knowledge, financial management, and financial self-efficacy on the lives of college students. However, there is a need for a more nuanced examination of how these factors shape financial decision making among...

This study analyzed the CFP® Board's anonymous case histories (ACH) for the ethical use and misuse of compensation disclosures on the CFP Board's “Find A CFP Professional” tool. More specifically we explored the research question: what are the characteristics of CFP professionals who have...