5 reasons why a Roth IRA is a ‘no-brainer' for ‘anyone in their 20s,' from certified financial planners
Roth IRAs are a great way for younger people to get ahead on retirement savings—especially if their employer doesn’t offer a ...
CFP Board Imposes Public Sanctions on Seven Individuals
Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 ...
How often should you update your financial plan?
Whether you are planning on your own or with a professional, there are ongoing considerations that should make your plan an ...
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How to complain to a financial advisor
Many professional designations, like the certified financial planner (CFP) designation, also have a formal complaints process. Check your advisor’s designation, determine the governing body that ...
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This is 'the first step to building wealth,' says financial planner—and you can start today
"The first step to building wealth is to start creating strong habits to stay consistent with your saving and investing plans," Chelsea Ransom-Cooper, a CFP with Zenith ... go kaput," Billy Hatton, a ...
Bonds Are Starting to Look More Attractive Than Equities
This has caused some recent recalibration of asset allocation, with bonds becoming incrementally more competitive relative to equities over the last few months. It is possible, however, that the ...
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Convert CFP Franc To United States Dollar
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