financial planning

Photo of a Certified Financial Planner

What Is a CERTIFIED FINANCIAL PLANNER™ Professional?

While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.] A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial …

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Financial Lessons From Football

Just ahead of the 2020 College Bowl extravaganza, check out these financial lessons we can learn from the classic game of football. Review Your Game Plan – You haven’t saved enough for retirement … or for college. Your credit card debt is spiraling. You”ve been blindsided by unexpected expenses. When your finances hit a rough patch, …

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