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23 小时
CFA vs. CFP: Which one is right for you?
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
2 小时
on MSN
I’m retiring this year, my husband is disabled and ‘my situation is a bit complex ...
MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
Think Advisor
5 天
12 States With the Fastest-Growing CFP Populations
We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...
Moneyweb
15 小时
I am retiring in the next 12 months: Use this Checklist
This article follows up on my previous piece on Moneyweb, published on 9 January 2025, titled I am retiring in the next 12 months: What should I do? I received many questions from readers, one of the ...
6 天
on MSN
This should be your 'last resort' to cover an emergency expense, financial advisor says
Using forms of credit to pay for emergencies should be a "last resort," one financial advisor says. Here's why.
7 天
Rich retirees set themselves apart by being planners — why this simple step will blast ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
Moneyweb
13 天
SA’s financial planning industry hits 5 000 certified professionals
South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...
7 天
Here’s 1 big money move that sets rich American retirees apart from other seniors — do ...
“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...
8 天
FOUNDATION FOR FINANCIAL PLANNING ANNOUNCES 2025 GRANT RECIPIENTS, MARKING RECORD-HIGH ...
FFP to issue more than $678,000 in grants in 2025 to support pro bono financial planning programs for people facing financial ...
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