Certified Financial Planner Board of Standards Inc
Washington, DC:
Envestnet Supports CFP Board Center for Financial Planning as Founding Sponsor
Sponsorship will support new research, scholarship program. The CFP Board Center for Financial Planning today announced that Envestnet will support its work to provide all Americans access to a diverse, competent and ethical financial planning workforce as a Founding Sponsor. “Envestnet’s generous contribution will advance two key Center goals: expanding and diversifying the numbers of financial planners, and providing these financial planners with new research-based resources they need to serve their clients,” said Marilyn Mohrman-Gillis, Executive Director of the CFP Board Center for…
What is Longevity Planning?
Longevity planning includes someone's financial, healthcare, long-term care and legal plans and wishes for their later years, beyond basic retirement planning.
What's more important to your financial advisor? Work with a CFP® professional.
What's more important to your financial advisor? That you make money? Or that he makes money? Put your needs first. Work with a CFP® professional. CFP Board'...
Bring your finances together with the help of a CFP® professional.
Some advisors shape only one aspect of your finances. But a CFP® professional can help bring them all together. Retirement. Budgeting. Taxes. Investments. Es...
what to do once financial_goals are met , and retirement is here
A tremendous success for both the individual and their financial advisor is when the client's wealth management goals are met so they may retire in wealth, health, and happiness.
How Advisors Can Get Their Own Financial House In Order
When it comes to running a business, many financial advisors don't practice what they preach, a consultant says.
why economics based planning beats conventional financial_planning
Conventional planning, in my view, is about wishful and dangerous thinking. Conventional planning was designed by Wall Street to sell product, not to obey commonsense economic principles. This is why not a single top economics or finance department teaches conventional financial planning.
The 3 Most Common Financial Plan Mistakes
Drafting an intelligent financial plan is just one way for you to get ahead of the crowd and make sound investment decisions on Wall Street. Successful investors understand the importance of creating a well-thought-out long-term financial plan. Failing to plan is a primary reason why so many people under-perform their...
Why your long-term relationship may be harming your financial literacy
When one partner takes on all the financial tasks, the other loses out on building money skills, US News & World Report explains.
Some advisors look beyond clients' assets when giving investment advice
While certain investors might share some commonalities, they also bring a variety of circumstances and financial individuality to the table that some advisors sort through before handing over investment advice.
Small Businesses Lag on Retirement Planning
Owners of small companies often put retirement savings and succession planning on the back burner as they focus on growing their businesses.
Seniors, Finances and Medicaid Planning: What You Need to Know
In continuation of the series on estate and life planning, this column focuses on how Medicaid factors into financial planning for long-term care. Seniors need to have a plan in place for long-term care, should they need care assistance in the future. A recent article in The Victoria (TX) Advocate...
How To Take A Client's Retirement To The Moon
Age Wave founder Ken Dychtwald said navigating a client's retirement years is like the Apollo 11 mission.
