Thecertified financial planner, or CFP, designation is often considered the standard of excellence for financial planners. It's a mark of an advisor's commitment to providing the best holistic advice to clients, one that requires extensive study and experience. "The CFP is the most comprehensive ...
Ah, the life of a high-school college counsellor – a job that’s part therapist, part cheerleader and part mind reader. As we help students navigate the turbulent waters of adolescence and academia, we find ourselves inadvertently preparing for a range
A financial planner's goal is more long term, to provide realistic advice to keep a family secure well past retirement age. A financial planner can perform several different roles depending on his licenses and certifications. For instance, if a financial planner wants to sell stocks or insurance...
What Is a Financial Plan? Many people also dream of aliving a great retirement, helping their children achieve their educational goals or building a successful business. Just as a someone might seek a travel specialist before setting out abroad, they may also hire a...
That is life in the military. First: The Flash Cards; Knowing that the card flashing wasn’t true, but having heard the rumor over 30 years ago, I dug into the story. The trainee flash card story appears to have started in the 1990’s. “We are the Mighty” is a veteran digital...
If a certain fleece isn’t selling, the planner might cancel restock orders. These factors show why assortment planning tends to be so tactical. Preseason planning is the equivalent of a football team gearing up to have a successful season. When the season arrives, it’s game time—retailers...
Flat design provides for a great way to enhance conversions, improve loading speeds, and more. Discover what flat design is and how to use it effectively
Retirement planner is not an official designation or credential, but a title used by financial planners to communicate that they specialize in financial matters concerning life after work. A decent retirement planner should have a broad arsenal of expertise. Other than giving you an indication of w...
What Is a Retirement Plan? A retirement plan may be seen as a road map to a comfortable life after work. It entails accumulating enough money to pay for the lifestyle you want to enjoy in the future. Your retirement plan may well change over time, but the earlier you get started, the...
"Being a good advisor is about connecting with people, helping them solve their problems, and making life simpler. It's not all about spreadsheets; people have wants in addition to needs, and addressing those requires listening and empathy," Lazaroff said. ...