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Retirement planning, paying for healthcare and estate planning are just a few that may first come to mind. Fortunately, financial advisors have the skills to help seniors meet those challenges
Being laid off near retirement may require adjustments to your retirement plan. Consider whether you need to adjust your target retirement age or make changes to your investment strategy.
ASPPA represents those who have made a career of retirement plan and pension policy work. ASPPA was founded in 1966 originally as an actuarial organization. Since then ASPPA has expanded and diversified its membership to include all types of pension professionals — from actuaries , consultants , and administrators to insurance professionals ...
Peer review ensures that a NAPFA member has the ability to provide comprehensive financial planning across a wide range of potential client needs—investments, taxes, estate planning, college savings, insurance, long-term care insurance, retirement spending, and more. All new members since 2012 must have the Certified Financial Planner ...
The Certified Financial Planner Board of Standards, Inc. manages the CFP exams. A CFP is a financial advisor or planner that can help with financial planning, as well as money management.
Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner (CFP) certification, which is held by more than 100,000 people in the United States.
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