Tag: CFP

What is the Difference Between Portfolio Management and Financial Planning?

Managing your finances is crucial for everyone, be it an individual or a firm, as it paves the way for financial freedom through the attainment...

Are Wealth Managers Worth the Cost?

The market disruptions caused by stocks such as GameStop and the cryptocurrency Dogecoin at the beginning of 2021 were indicative of how tricky it is...

What to Consider When Selecting a Financial Advisor

Selecting a financial advisor can be a complicated task with so many factors to take into consideration. Whether you’ve had a longstanding relationship with an...

How Much Is a Financial Planner Worth?

According to Wikipedia, financial planning is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict...

How Encouraging Employees to Save More for Retirement Benefits You

Today’s employees face many challenges with funding their retirement, and are just not doing enough to prepare for their financial future. Improving your employees’ participation...

Finding the Best Financial Planner: NOT EASY! – Updated August 2014

Identifying the best financial planner is not easy because anyone can call himself a financial planner. Plus, there is no licensing for planners and no...

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