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 ...
InvestmentNews6d
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 ...
Liz Miller, CFP® Begins Board Chair Role on CFP Board’s Board of Directors
"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE.
planadviser.com7d
Miller Starts CFP Board Chair Leadership
The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...
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 ...
‘Take your retirement on a test drive’ and other financial New Year’s resolutions retirees should consider, according to financial planners
“Retirement is an irreversible decision in some ways. You can always go back to work after you retire, but it’s very unlikely ...
Eden Prairie Local News1d
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 ...
Investment Executive5d
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. Laursen ...