You Searched For "CFP" and got 20 results
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1 min read
Key things you may have missed from Michigan's wild CFP win over Alabama from locker room trolling to a shirtless Tom Brady
Michigan took down Nick Saban's Crimson Tide 27-20 in a New Year's Day overtime thriller. Jim Harba…
Meredith Cash
1 min read
Joe Burrow and a Bengals teammate recreated an iconic photo from college after punching their ticket to the Super Bowl
When Cincinnati shocked the Chiefs for a trip to the Super Bowl, Joe Burrow and his LSU-turned-Beng…
Meredith Cash
6 mins read
A CFP is an advisor armed with extensive education and ethical standards to help you manage your money
CFPs are highly knowledgeable and experienced financial professionals who advise individual clients…
Robin Kavanagh
2 mins read
Alabama's Najee Harris honored a promise to Megan Rapinoe with a massive hurdle over a defender during the Rose Bowl
Najee Harris' 53-yard run came days after he called Megan Rapinoe "inspirational" and the USWNT sta…
Meredith Cash
6 mins read
A CFP is an advisor armed with extensive education and ethical standards to help you manage your money
Certified Financial Planner (CFP) is an advisors' industry credential, indicating education, experi…
Robin Kavanagh
1 min read
Millennials are staring down their second recession — we want to find the financial planners helping them make the best of a crippling economy
Millennials were already financially behind due to the Great Recession and student loan debt. The p…
Hillary Hoffower
6 mins read
The most important question to ask a financial planner before working with them, according to a CFP who knows
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Eric Roberge
3 mins read
A CFP says there are 3 reasons to call your financial planner when you get a raise
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Tanza Loudenback
2 mins read
A CFP and self-made millionaire has a lesson for kids: You won't get rich working for someone else
Rose writes: "Self-employment is both faster and a more efficient way to become a millionaire. Firs…
Tanza Loudenback
3 mins read
You don't have to be wealthy to hire a financial planner, but one CFP says you shouldn't pay more than 3% of your income
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Anna Baluch
6 mins read
What is a financial consultant, and what do they do?
Financial consultants help you reach your financial goals with expert guidance on a range of money-…
Tessa Campbell
7 mins read
How to Choose a Financial Advisor - Pick the Right Financial Planner for You
If you're looking to hire a financial advisor or a financial planner, look for someone licensed, af…
Aly J. Yale
9 mins read
Meet the generation that may never retire: Why some millennials are behind on savings and how they can catch up
Feel like you're behind on retirement savings? You're not alone.
Jacob Zinkula,William Edwards
4 mins read
Shohei Ohtani's unusual deal with the Dodgers could save him millions, but that doesn't mean regular investors should follow suit
Annuities provide additional tax advantages and streams of income for retirees. Here's how Shohei O…
Tessa Campbell
9 mins read
How to make your money work for you over the next decade
Nine investors and financial planners share their best investing and personal finance tips for the …
James Faris,William Edwards
1 min read
'Cash-stuffing' is a Gen Z trend taking TikTok by storm. Here's why the tech-obsessed generation is bringing this budgeting hack back.
Cash-stuffing is a budgeting trend adopted by younger consumers. It originates from an old-school h…
Sawdah Bhaimiya
3 mins read
Barely one-quarter of financial planners are women, but industry experts say 2 simple strategies could move the needle
Some financial firms are setting up mentorship programs, recruiting at business schools, and commit…
Korie Wilkins
11 mins read
Give the gift of stocks in 2023 — here are 4 ways to gift stock to friends, family, and charities
Gifting stocks is one way to pass along wealth while deferring taxes, especially when the value is …
Rickie Houston,Katherine McLaughlin,Lisa Niser, EA,Tessa Campbell
3 mins read
Secure your future today: Here’s five reasons why retirement planning can’t wait
Retirement is a non-negotiable phase in one’s life – one where the absence of financial planning ca…
3 mins read
Tapping into innovative theme with mutual funds
Change is inevitable and so is its rapidly increasing pace! So much so that it surpassed even the p…