Resource Center
Resource Center

May 2019 Blog Archive

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

Popular tags on this blog

#fee-only | CFA Institute | fee-only | fiduciary | fiduciary fee only financial advisor independent | FirsTrust | florida fee only | florida fee-only | investor | Paul Smith | podcast | Volunteer |