Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, as I’m not worried about a legacy. I’m colle ...
I hired a financial planner who recommended an annuity. The annuity yields me 5% per year on about $800,000 invested, with return of principal pay ...
The global body overseeing the CFP mark hails milestone year, with the US accounting for most of the 230,000 plus planners ...
What is CFP Certification, and why is it considered the gold standard in financial planning?
CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...
Jason Kley Elected to National FPA Board of Directors Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior ...
"With Donald Trump’s Inauguration occurring on the day of the CFP National Championship, it makes sense to include a message from the President, a practice that occurs regularly during major ...