UBS conducted a study last year and shared that only 20% of couples are equally involved in financial decisions. Among more than 70% of millennial women (those born between the early 1980s and the 1990s) defer to a spouse for financial decision making. Nearly 95% of millennial men would likeRead More →
THE month of February of love is the best time to show affection to your partner and loved ones. Back then, most of us would probably have planned dinners at a fancy restaurant or sent flowers to your loved one’s place of residence or work. But whatRead More →
Frisco TX-Hinckley Cook? (972-335-1553?) announces that it has updated its financial services for people looking to improve their personal financial management. The full-service agency prides itself on its fast and transparent packages. Frisco, USA – February 1, 2022 — Helping clients navigate complex tax preparation and cash flow management, HinckleyRead More →
WASHINGTON, January 27, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced a new one-year record for scholarships awarded to students and recent graduates working toward CFP® certification. The Center introduced 80 new scholarships in 2021 (a 67% increase from 48 scholarships in 2020), offering moreRead More →
LOS ANGELES, January 19, 2022 /PRNewswire/ — RVW Wealth is pleased to announce that Eva Barberi Financial Planning has merged with RVW Wealth, LLC January 1, 2022. Eva Barberi Financial Planning brings over 15 years of experience working with women to develop collaborative and effective financial plans that reflect clients’Read More →
Even highly educated people make serious mistakes when planning their finances. Getty Most people are really bad at personal financial planning. Among the errors: they save too little or they save too much; they buy the wrong amount of life insurance; they leave large sums of social security benefits onRead More →
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FAIRMONT, Minn. (KEYC) – A new year ahead means everyone’s annual goal check, and a frequent goal to check is finances. As people look back on their previous year and the year ahead, Sweet Financial Planning said the new year provides an opportunity to assess and adjust accordingly. “Now, IRead More →
Some financial planners will deliver what I would call “an assessment that doesn’t have to be … [+] your best interests” as a suitability assessment, rather than an assessment of “your best interests”. To consider The term financial planning is often used casually. And the term financial advisor also appliesRead More →
WASHINGTON, November 23, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the winners of the 2021 Best Paper Awards. Finance and Related Disciplines (“Symposium”), which took place on November 11-16, 2021. The Colloquium is an international gathering of researchers, practitioners, graduate students and leaders inRead More →
The Center administers scholarships to help qualified individuals complete the education and examination requirements as part of the CFP® certification process. Fellowships offered in conjunction with the College for Financial Planning® help the Center achieve its mission of creating a more diverse and sustainable financial planning profession. It also allowsRead More →
WASHINGTON, November 17, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that it will join the Financial Alliance for Racial Equity (FARE), a partnership of leading financial services organizations, associations and colleges and historically black universities (HBCUs). FARE was created in late 2020 by aRead More →
K-State’s All-Female Team Places Second in Financial Planning Association’s National Financial Planning Competition Tweet that “Megan, Britta and Ana represent the first all-female team to compete since K-State and one of the first to compete nationally,” Personal Financial Planning Department Chief Martin Seay said. “The team’s accomplishments are a testamentRead More →
WASHINGTON, October 21, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fourth annual Diversity Summit and Career Fair, to be held virtually from November 17-19, 2021. Registration is free and all sessions will take place between 12:00 p.m. and 4:00 p.m.Read More →
WASHINGTON, October 8, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the fifth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021. Tickets are available for purchase for $49 and many sessionsRead More →
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Financial Analysts VS Financial Consultants: An Overview At first glance, financial analysts and financial consultants perform very similar functions. Both act as financial, economic and investment experts, and help other professionals make more informed financial decisions. Dig a little deeper, though, and you’ll see that analysts and consultants focus onRead More →