Thomas C. Corley
”, you’re in the right place. ACPE course, orContinuing Professional Educationcourse, is a structured learning experience designed to help finance professionals like you maintain certifications, such as a CPA, CFP, or FRM, and grow in your career....
However, it may be better to gain some work experience to determine how well you like the field before committing the time and energy needed to earn an MBA. For accountants, Allec says having a certified public accountant license can open doors to new jobs, but becoming a CPA isn’t ...
Bankrate’s AdvisorMatchcan connect you to a CFP® professional to help you achieve your financial goals. How to choose a wealth manager When choosing a wealth manager to work with, you’ll want to look at several things. First, does the wealth management firm work with clients like you?
It's akin to the value frequent travelers get from a dependable tour guide, suggests Wendy Rogers, chief family officer for the Gleneagles Group, based in Atlanta. Rogers says fiduciary advisors "function like a tour guide and are really interested in your experience and your journey for many ...
5 year deferred annuity pays you 3.00% a year So these deferred annuity rates are VERY competitive when compared to today's bank CD rates. And a deferred annuity works much more like a CD than does an immediate annuity. HOW DOES A DEFERRED ANNUITY WORK? A deferred annuity returns your ful...
A common cause of delayed tax return processing, leading to delayed refunds, is missing information on the return. "Failure to include basic information, such as the Social Security numbers of dependents, can significantly hold up a refund," according to Lee E. Holland, CPA, CFP, and ...
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“For acash-out refinance, the home has to be owned for at least six months before any cash will be paid out,” says Michael Zovistoski, a partner and managing director at UHY LLP, a CPA firm in Albany, New York. “If the home was up for sale during the prior six-month period,...
CFPs evaluate a client's finances, including cash, assets, investments, or properties. They also tally liabilities, such as mortgages and student debt to create an individualized financial plan. For those nearing retirement, the CFP®will formulate a financial plan to prepare for retirement income...