I have an IRA in short-term bonds of $5,000 but it has not grown at all in 14 years. What advice would you give me? Should I work with a financial planner to figure out a better solution?” (Looking ...
CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...
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The CEPA designation is the gold standard in exit planning and is designed to educate and empower advisers with strategies that align business, personal, and financial goals into a cohesive master ...
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Financial freedom is not just a lofty dream; it’s a tangible goal within your reach. For many, it means having the resources to live comfortably without worrying about day-to-day ...