Certified Financial Planner
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“The biggest concern is that, in many cases, they didn’t have enough to make it work with the two of them,” says Scott Halliwell, certified financial planner at USAA. “Splitting it down the middle makes it worse.” When you make a ...
May 25, 2012 at 15:56 | Source: FOXBusiness
“The biggest challenge is timing a mutually beneficial retirement together,” said Rick Salmeron, certified financial planner at the Salmeron Financial Network in Dallas. If the younger spouse is the wife, planning is even more important ...
May 27, 2012 at 11:58 | Source: Olympian
which sets the standards and oversees enforcement of the Certified Financial Planner (CFP) designation. "Poor hiring literacy can put Canadians at risk of engaging individuals who may not be appropriately qualified to meet their needs." Finding a good ...
May 22, 2012 at 17:04 | Source: Winnipeg Free Press
"Everyone wants to retire; not every kid goes to college," says Peter Donohoe, Certified Financial Planner at PRW Associates in Quincy, Mass. "If you do have kids that go to college, there are options for kids, student loans and scholarships," he says.
May 21, 2012 at 22:06 | Source: FOXBusiness
And it can go far beyond monetary possessions. "It's not only what's in your bank account, but what's in your heart," said Donna Pagano, a certified financial planner and co-author of the "Family Love Letter," (www.familyloveletter.com), a financial ...
May 27, 2012 at 04:41 | Source: Times Union
The modern maze means every financial planner faces an ethical dilemma when trying to do the right thing for a client. In light of these dilemmas, the Certified Financial Planner® Board of Standards has issued a substantial revision and upgrade ...
May 25, 2012 at 17:22 | Source: Yahoo Finance
"A preferred stock could be considered as part bond and part stock," said Alan Meckler, a certified financial planner with Cornerstone Financial Group in Succasunna. "The dividend is fixed like a bond, but the payment of the dividend is ...
May 27, 2012 at 11:08 | Source: NJ.com
According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP(R), limiting exposure to risk and getting the right insurance is crucial to protecting one's financial well-being. "It's just as important to protect our ...
May 15, 2012 at 15:47 | Source: YAHOO!
Carl Richards is a certified financial planner in Park City, Utah, and is the director of investor education at BAM Advisor Services. His book, “The Behavior Gap,” was published earlier this year. His sketches are archived here on the Bucks blog.
May 14, 2012 at 17:14 | Source: New York Times Blogs