This should be your 'last resort' to cover an emergency expense, financial advisor says
Using forms of credit to pay for emergencies should be a "last resort," one financial advisor says. Here's why.
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Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
Here’s 1 big money move that sets rich American retirees apart from other seniors — do it now to rocket up the wealth ladder
“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...
5 financial advisers share their personal money resolutions for 2025 – and they’re not what you’d expect
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
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Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
InvestmentNews5d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
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Time over timing: Why patience pays off in the long run
Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.
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'Should I Sell MFs For Son's BTech?'
If this ULIP was part of tax plan under 80C, then re-invest in ELSS Mutual funds or NPS for same benefit under 80C, and even ...
Moneyweb2d
SA needs more certified financial planners, says institute
South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.