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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
Retirement planners, like other financial advisors, may charge a range of fees for their services. Depending on the advisor, you may pay a flat or hourly rate, or perhaps an asset-based fee if you ...
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.
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 ...
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 ...
The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.
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277 West Nationwide Boulevard, Columbus, OH · Directions · (614) 227-5725findanadvisor.retirementplanning.net has been visited by 10K+ users in the past month