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"CFPs and CPAs must complete formal education, undergo rigorous examination and licensing qualifications ... such as a retirement planning specialist, or RPS, for financial advisors focused ...

Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all ...

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Financial advisors can live and die by the letters following their name on their business card. The professional designations and certifications you hold often say more about you to clients than ...

You need a holistic financial plan that takes into account where your business is now and what the plan is for the future. For small business owners, establishing a financial plan comes with an ...