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I’m a Certified Financial Planner: 3 Wealth-Transfer Tips I Tell My High-Income Clients
Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.
Certified financial planners will soon get a warning from the organization that grants their credentials to beware of declaring bankruptcy. Over the last year, the Certified Financial Planner Board of ...
Think you're set for retirement? A financial planner reveals 5 common mistakes that could cost you big in the next ...
CFP professionals earn about 10% more than planners without the certification, and have greater career satisfaction, according to a CFP Board of Standards study. The compensation analysis found that ...
The largest brokerages, investment banks and asset managers are calling on the CFP Board to pull back on any rules for planners that go beyond the standards of FINRA and the SEC. Continuing ...
The CFP Board of Standards said it will work this year to increase the number of female certified planners, while citing figures that show women are making the financial decisions in a majority of ...
Are you looking for flexibility and independence in your career, without sacrificing your earning potential? If so, then these three career fields are worth looking into: Real Estate As a real estate ...
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...
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