Money
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(NewsUSA) - America’s business owners are facing increasingly complex challenges, not only tracking the nuts and bolts of the daily tasks that come with owning a business, but keeping up with … more
(NewsUSA) - As a significant portion of the U.S. population ages, a significant transfer of wealth to younger generations is occurring. However, many families have not discussed inheritance plans, … more
(NewsUSA) - The designation “GenNext” represents adults ages 18-34, the life stage often referred to as “emerging adulthood,” and refers to the next generation of workers, heads of … more
(NewsUSA) - Can you trust the financial advice you find online, including on social media? Nope. And a majority of people already don’t trust online financial advice. According to the CFP Board … more
(NewsUSA) - Becoming a CERTIFIED FINANCIAL PLANNER™ professional means more than just a successful career — it means joining a supportive community. CFP Board and CFP® professionals foster … more
(NewsUSA) - As the holiday season approaches, more people are out shopping, searching crowded stores and online promotions for the best discounts, and using their credit cards to pay for it all. But … more
(NewsUSA) - Military veterans can take on a new mission as a CERTIFIED FINANCIAL PLANNER™ professional. Your new objective: Safeguard and advance the financial interests of everyday Americans. By … more
(NewsUSA) - Interest rates have soared dramatically, raising the cost of buying anything on credit. For example, over the past two years, mortgage rates have more than doubled, adding hundreds or … more
(NewsUSA) - Today, October 4, marks World Financial Planning Day, a time to recognize the value of financial planning. Did you know that financial planning is not just a valuable resource for … more
(NewsUSA) - Nearly 9 in 10 Americans are concerned about the current cost of living in the United States, which has created an increasing need for the trusted, often life-changing advice of … more
(NewsUSA) - Household debts are rising amid higher interest rates. The increase in rates is a major issue for all borrowers, at all ages and stages of life. A CERTIFIED FINANCIAL PLANNER™ … more
(NewsUSA) - State fairs are not only a summer tradition, but they also play an important role in U.S. agriculture. State and county fairs put a spotlight on an essential part of the global economy, … more
(NewsUSA) - Consumers are looking for someone they can trust to guide them in financial matters. Becoming a CFP® professional helps you communicate that you’ll always prioritize your clients’ … more
(NewsUSA) - Insurance is essential to protecting yourself. Health insurance, homeowners insurance, life insurance — all of these can protect you in the event of an emergency. However, determining … more
(Julian Canete) - According to the Kaiser Family Foundation, nearly half of all Americans struggle with health care costs. For many, it's the single largest cost in their budget. As someone that … more
(NewsUSA) - Are you thinking of a career change? As you explore new possibilities, you’ll likely want a profession that offers personal fulfillment, encourages professional growth, provides … more
(NewsUSA) - Congratulations! You’ve already taken one of the most important steps to secure your financial future — connecting with a CERTIFIED FINANCIAL PLANNER™ professional. You will want … more
(NewsUSA) - Cash flow is the lifeblood of any business, no matter the industry or company size. However, as economic headwinds and supply chain woes challenge the bottom line for both Main Street … more
(NewsUSA) - Climbing to the top as a financial advisor can be a challenge. Your ticket to long-term peak performance begins with earning the prestigious CERTIFIED FINANCIAL PLANNER™ certification, … more
(NewsUSA) - Choosing a CERTIFIED FINANCIAL PLANNER™ professional who aligns with your specific needs and goals is important. If you’re part of the LGBTQ+ community, you may want to seek out an … more
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