Pros and Cons of Using a Fee-Only Financial Planner
Understanding the pros and potential cons of consulting a fiduciary advisor is the first step in finding the right guidance.
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The financial planning applications advisors can't do without
Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...
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How planning-focused advisors are stepping up for federal downsizing casualties
Amid the continuing fog of financial uncertainty from DOGE layoffs and buyouts, CFP professionals and RIAs are raising their ...
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Mastering financial planning: A roadmap for FY26 and beyond
In this edition of ‘Let’s Talk Money’, Kalpesh Ashar, CFP and a registered investment adviser; and Prableen Bajpai, Founder, ...
I’m a financial planner and editor. Here are 5 ways to know if you’re getting trustworthy money advice online
As a Certified Financial Planner (CFP) and someone who edits personal finance content for a living, I’ve seen firsthand how ...
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CFP Board Survey Examines Implications of TCJA Expiration
Nearly 9 in 10 CFP professionals say their clients’ financial objectives are at-risk due to the pending expiration of the Tax Cuts and Jobs Act of 2017.
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CFP Board Initiative Seeks to Increase and Strengthen Women CFP Professionals
The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in ...