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New CFP Board Standards tightens rules for Fee-Only planners as seen in Financial Planning Magazine
New CFP Board Standards tightens rules for Fee-Only planners as seen in Financial Planning Magazine Thu, May 23, 2019 The new standards aim to provide greater detail and clarity around compensation models. Read More

5 Smart Financial Steps to Take During Summer as seen in USNews and World Report
5 Smart Financial Steps to Take During Summer as seen in USNews and World Report Tue, May 07, 2019 If you find yourself indoors on a hot and humid afternoon, there are several little financial tasks that are worth completing. Here are five personal finance tasks that you should consider tackling in the heat of the summer. Read More

Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor
Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor Thu, Mar 14, 2019 Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs. Read More

What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance
What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance Wed, Jan 30, 2019 Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide.  Making matters worse is the wide range of job titles and designations people use to convey their expert... Read More

What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith
What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith Wed, Jan 16, 2019 ....the point of being a NAPFA- registered financial advisor is to guarantee holistic services on a fee-only basis.  This eliminates the incentive to sell products for high commissions, ensuring unbiased advice. Read More

10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger
10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger Sat, Dec 29, 2018 After you turn age 70½, you need to start taking required minimum distributions from your IRAs and 401(k)s every year.  But the calculations and rules can be complicated, and you'll be hit with a penalty if you make a mistake. Read More

Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool
Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool Sat, Dec 15, 2018 President Trump recently signed the tax reform bill into law, and it makes major revisions to the U.S. tax code for both individuals and corporations. In fact, the bill represents the most significant tax changes in the United States in more than 30... Read More

Choosing a financial adviser: How you pay is critical as seen in NewsDay
Choosing a financial adviser: How you pay is critical as seen in NewsDay Wed, Nov 21, 2018 It's no small matter entrusting someone to manage your investments.  Scrutinize the person almost as much as someone you marry.  There are several considerations, but how you pay the adviser is critical.    Read More

Following Your Financial Playbook To Victory as seen in Forbes
Following Your Financial Playbook To Victory as seen in Forbes Wed, Nov 07, 2018 What would a football game look like if there were no playbook? A pickup game in the park with friends.  In other words, it would be made up on the fly.  While that might make it on the playground, it won't cut it in organized sports or with your fin... Read More

Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor
Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor Wed, Sep 26, 2018 It is critical for any investor to fully understand the difference between a broker and an investment advisor: investors need to understand whether the advice is objective or, perhaps, driven by financial incentives. Read More

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