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You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
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Ten Questions to Ask Your Financial Advisor
If you feel overwhelmed about how to save money, you’re not alone. Here are 12 ways to save money this year!
On November 6, the IRS released its 2020 contribution limits for workplace retirement plans, including 401(k) plans, 403(b) plans, most 457 plans and the federal government's Thrift Savings Plan, and there were a few notable changes from this year’s limits...
Follow these steps to make your 401k recession-proof so you can retire as planned.
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Watch one of CFP Board's latest TV ads featuring Cal and Valerie, who know it's all possible with a CFP® professional. Find your own CFP® professional today.