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CFP Board Announces Second-Generation CFP® Professional Simone Lee as 100,000th CFP® Certificant
KTLA-TV Los Angeles· 1 day 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 ...
The Externship adds bonus experience hours from CFP board - InvestmentNews
InvestmentNews· 6 days agoThe Externship, an 8-week virtual training initiative for aspiring financial planners, is set to...
The Biden admin just finalized a controversial new retirement rule — here are 5 things you need to...
Moneywise via Yahoo Finance· 2 days agoFiguring out how to save for retirement is challenging. Unfortunately, if you want to turn to a...
Strategies for Building Your Small Business
Fontana Herald News· 2 days agoIncorporating a CERTIFIED FINANCIAL PLANNER™ professional into your stable of advisors is a smart way to ensure that you’re growing your business...
5 Financial Steps for New College Grads in Their First Jobs | FOX 28 Spokane
FOX 28 Spokane· 18 hours agoA 50/30/20 budget might be a good place to start. The last 20% should go toward savings goals and...
I’m a Financial Advisor: 10 Things I Wish All My Wealthy Clients Knew
AOL· 1 day agoWealthy people are fortunate to count on a wide array of resources that contribute to their success....
Shopportunist: Teach the value of money with fun 'fintech'
Albany Times Union· 5 hours agoMoney can be a great motivator, especially when it’s earned, says Gregg Murset, certified financial ...
Experts Explain How To Avoid Becoming Cash Poor with a 401K in Retirement
GOBankingRates via Yahoo Finance· 6 days agoIn an effort to be prepared for the increasingly higher costs of retirement, it's possible to save...
Wealth.com Partners with Facet, Bringing Modern Estate Planning Tools to Its Financial Ecosystem
Morningstar· 7 hours agoWealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial
Financial folly or just bad luck? | Paul Fain
Knoxville News Sentinel· 6 days agoBased on my experiences as a Certified Financial Planner professional, I would say that financial mistakes are attributable to procrastination ...
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