Preparing for college is an emotional roller coaster for both parents and students alike. As a parent, you tend to concentrate on applying for financial […]
The old saying “It isn’t what you make, it is what you keep” is at the core of building an effective wealth management plan to […]
Could you imagine your ex-spouse making end-of-life decisions for you?! Just in case you don’t have an ex-wife, let me say it another way: If […]
Approximately 70% of Americans make charitable contributions during the year. Most of the contributions are done in the month of December. Often the contributions are […]
Articles about estate planning tend to put a great deal of focus on avoiding setting up your assets in such a way that your beneficiaries […]
Absolutely not! The designation means the Certified Financial Planner™ completed some coursework and passed an examination. It does not mean the planner is an expert on the multiple disciplines that make-up the planning profession.
On the other hand, selecting a planner who holds the CFP® designation goes a long way toward reducing your risk of selecting a fake financial planner. In general, fakes are sales representatives who claim to be planners to reduce sales resistance and sell investment and insurance products.
If your predisposition is to select a CFP® as your planner you should have some basic knowledge about what it means to hold this designation. […]