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now a certified financial planner (CFP) and financial educator, they overlap quite a lot. Learn More: I’m A Self-Made ...

The organization that administers the coveted Certified Financial Planner credential is firing back at criticism from the ...

“The tax benefits of a 529 plan vary by state. Many states offer a tax deduction for contributions made within the year, ...

"Establishing goals will help you keep on track for financial success by holding you accountable," explains Jordan Gilberti, CFP and senior lead planner at Facet. "It serves as a way to measure ...

Lee Baker, a CFP and owner of Claris Financial Advisors in Atlanta, said he's also told clients not to make wholesale ...

Don’t overlook the choices you’ll have to make after you’ve got your health, dental and vision insurance sorted out.

The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

The securities industry group accused the board of collecting firms' proprietary information from its certificate holders.

If high inflation or other money challenges have left you feeling financially behind or struggling in 2024, you may be ...

Education Requirement: To pursue CFP® certification, you’ll need a bachelor’s degree from an accredited college or university and a CFP Board-Registered Program completion. Professional Experience: To ...

Jacobson Wealth Management announced that Rich Jacobson, CFP, has been recognized as one of the 80 "Best Financial Planners" ...