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Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...
Financial consultants may hold the ChFC, chartered financial analyst (CFA) or certified financial planner (CFP) designations.
Here’s what else you should know about financial advisors, including the advantages and disadvantages of using one and when ...
The best time to start saving for retirement is when you're young, but no matter how old you are, financial planners have ...
My path to hiring a financial advisor was an interesting one. As someone who writes about personal finance and investing, I ...
Financial planners and wealth advisers are urging their clients with 401 (k) accounts to remain calm despite their anxiety ...
As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn ...
Plus, you can add multiple people to your budget, including your partner or financial planner. Why We Like It Simplifi has all the budgeting features you need to manage your finances in one place.
President Donald Trump’s tariffs and their effect have taken center stage this week. Stock markets have plummeted, and many ...
The volatility of the stock market is causing stomach problems and anxiety for some, who watching their investments decline ...
Dan Moisand, CFP®, is a past national president of the Financial Planning Association and has been featured as one of America’s top independent fee-only financial planners by at least 10 national ...