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FIVE INSIGHTS FOR
YOUR PLAN THIS MONTH

May 2020

Caring for Your Credit Score

With today’s financial uncertainty, it is important to maintain control of your credit score. MarketWatch shares information on how you can .

Why Should You Care About the CARES Act?

COVID-19 has created difficult financial situations for millions of Americans. Scott Ward, CFP® walks us through how the CARES Act could help .

Finding a Money Mentor

Managing your money in not always easy. It almost always requires additional help. Forbes provides seven qualifications you should ask about when you .

Should You Be Investing?

Today’s economy is forcing many people to wonder how they should invest money. Kiplinger explains why .

Getting to Know Your Financial Advisor

Choosing the right financial advisor to fit your needs is crucial to achieving financial success. Here are .

Noteworthy

profit margin /ˈpräfət ˌmärjən/ –

the amount by which revenue from sales exceeds costs in a business.

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Copyright © 2020, Certified Financial Planner Board of Standards, Inc.

 

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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