‘Take your retirement on a test drive’ and other financial New Year’s resolutions you should consider from the experts
The No. 1 thing to understand in the new year is your cash flow, says Gloria García Cisneros, a CFP from LourdMurray. That encompasses “the ins and ...
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EP man elected to national Financial Planning Association board
Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...
10 financial advisers on their No. 1 piece of money advice for 2025
It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...
8 financial advisers on what to do with your money before the inauguration
President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...
'Weekly money date': Tips for successful budget management
Budgeting remains a top priority for Americans in 2025, with 42% focusing on debt reduction, 21% saving for major purchases, ...
Americans Are Struggling With Debt And Fear It's Affecting Their Financial Wellbeing
The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...
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FP Canada names top performers of latest CFP exam
FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Earning ...
CISI appoints chair of Paraplanner Interest Group
The Chartered Institute for Securities & Investment (CISI) has appointed Steven McBurnie CFP Chartered FCSI (Financial ...
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Small Business Ideas for 2025: Opportunities to Explore and Secure
Here are some ideas that might just spark the inspiration you need to get started on launching a small business in 2025 and ...
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I am retiring in the next 12 months: What should I do?
Retirement is an exciting yet complex life transition. If you’re planning to retire within the next 12 months, proper ...
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Liz Miller begins tenure as 2025 CFP Board chair
The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...
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Bayless earns Certified Financial Planner designation
Bush Wealth Management announces that Brad Bayless has earned the Certified Financial Planner designation. “Brad’s accomplishment highlights his commitment to excellence and his drive to improve the ...