A Compliance Management System: What The CFPB Says You Need ….Timothy Cornell
Clark Kendall, founder and CEO of Kendall Capital in Rockville, Maryland, holds both the CFA and CFP designations. When describing the differences between the two, he says, "The simple answer is the CFP adds value helping clients determine if they have enough money to retire, should t...
CFP vs. CFA: What's the Difference? Navigating the CFA vs. CFP maze: What the credentials mean when choosing a financial advisor. Kate StalterFeb. 5, 2025 Find a Financial Advisor for the Wealthy Looking for a trustworthy advisor who's worked with high-net-worth clients? Here ar...
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Inspectors check the storage of drugs at a clinic in Handong Village, Zhutuo Town Health Center, southwest China's Chongqing Municipality, January 4, 2023. /CFP The Ministry of Agriculture and Rural Affairs has rolled out prevention and control measures in China's rural areas, including fortifyin...
David Rae, CFP® AIF® President / Founder DRM Wealth Management LLC 1(323) 905-4380 david.rae@financialplannerla.com "What Is The Maximum Social Security Retirement Income For 2025?" © Copyright 2025 Tags: be fiscally fabulous, financial advice, financial health, financial planning, finan...
Your resume should be tailored to each job you apply for. To highlight soft skills on your resume, you will want to identify what soft skills are needed for the job opening. These are often listed in the job description. Include the top three relevant soft skills that make...
At the same time, if you can't enjoy the fruits of your labor, you may lose sight of your money's purpose. "We want to experience things as we go through life, not as we look back on our life," says Bobbi Rebbel, CFP and author of 'Launching Financial Grownups'. "I do think...
"Married couples, anyone with a dependent and business owners" should seriously consider carrying life insurance, said Martin A. Scott, a CFP and the founder of Lasting Wealth Principles in Freehold, New Jersey, who specializes in advising people in their 30s and 40s. How can I get life ins...
James B. Twining, CFP®, founder and CEO of Financial Plan in Bellingham, Washington, says the 70% to 80% rule might not be enough for some people. "[M]any will find that they are not happy with that level of income," he said. "Consider that, although it is easy to increase sp...