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CFP Board Crosses Key Threshold: 100,000 Certified Financial Planners
Barrons.com· 2 days agoThe CFP Board said there are now more than 100,000 Certified Financial Planners, a milestone in the...
Ask an Advisor: I Want Truly Independent Advice. How Can I Find a Financial Planner Who's Not...
SmartAsset via AOL· 1 day agoHow can I find a certified financial planner (CFP) who is not associated with a brokerage house? I...
Learn More About Glen Amason CFP in Richardson, TX.
US News & World Report· 2 days agoGlen Amason is a financial advisor in Richardson, TX, and have earned their CFP. This professional designation is issued by the Certified Financial...
CFP Board Announces Second-Generation CFP® Professional Simone Lee as 100,000th CFP® Certificant
FOX 23 News Albany· 3 days agoCFP Board today announced Simone Lee of Merrill Wealth Management as the 100,000th CERTIFIED FINANCIAL PLANNERTM professional in the U.S. — a historic milestone that marks ...
Mega backdoor Roth conversions can be a 'no brainer' for higher earners, expert says
CNBC· 9 hours agoIf you're a higher earner and looking to boost tax-free retirement savings, there's a lesser-known...
A financially struggling financial advisor who robbed a Mount Pleasant bank with a fake bomb was...
The Post and Courier· 18 hours agoA certified financial planner who admitted to robbing a Mount Pleasant bank with a fake bomb due to...
Best CD Rates Today, May 31, 2024: Now's the Time to Take Advantage of High APYs
CNET· 13 hours agoThe clock may be ticking on high rates on certificates of deposit. Top CDs currently offer annual...
5 Things Preventing Women of All Ages From Progressing in Their Career Paths
GOBankingRates via Yahoo Finance· 12 hours agoOne of the biggest barriers women face when it comes to progressing in their careers comes down to...
Financial Planning Experts: 7 Ways Women Can Save More for Extended Retirement Years
GOBankingRates via Yahoo Finance· 17 hours ago"Considering the life expectancy for women is anywhere from three to five years longer than men,...
‘Not all debt needs to be paid off as soon as possible,’ says CFP—what to focus on first
CNBC· 15 hours agoHousehold debt rose to $17.69 trillion in the first quarter of 2024, according to the New York...