Understanding the CFP® Certification

What is a Certified Financial Planner?

What is a Certified Financial Planner? In the complex world of financial planning, the term “CFP®” frequently arises. But what exactly is a CFP® certification, and why does it matter? You might have even stumbled upon articles online trying to explain what a CFP® actually is. A Certified Financial Planner

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RIA lookup

Comprehensive Guide to RIA Lookup: Find Registered Investment Advisors

RIA Lookup: How to Verify Investment Advisor Credentials Choosing a financial advisor is a crucial decision that can significantly impact your financial future. Before entrusting your assets to someone, performing a thorough RIA lookup is essential to verify their credentials and background. A Registered Investment Advisor (RIA) is a firm

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financial advisor red flags

Financial Advisor Red Flags: Protect Your Money from Bad Advisors

Choosing the right financial advisor is one of the most important decisions you’ll make for your financial future. Understanding financial advisor red flags can mean the difference between building lasting wealth and suffering devastating financial losses. A good advisor can help you grow your wealth, plan for retirement, and achieve

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Charlotte restaurants

My Top 6 Restaurants In Charlotte

Charlotte Restaurants: 6 Must-Visit Local Favorites Supporting Our Community The coronavirus pandemic has deeply impacted the restaurant industry, with one in every four jobs lost being in food and beverage services. Now, more than ever, local Charlotte restaurants need our support to stay open and thriving. While dining preferences have

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reducing taxes in retirement

The Insider’s Guide to Reducing Taxes in Retirement

Whether retirement is fast approaching or has already arrived, you’re probably looking for ways to maximize your income flow for the future. Reducing taxes in retirement is an essential element of maximizing retirement income and protecting the wealth you’ve worked so hard to build. Your retirement assets are the key

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when to claim social security

When Should I Claim Social Security?

When Should I Claim Social Security? 62 vs. 67 vs. 70 When should I claim Social Security? As you approach retirement in your early 60s, the decision of when to claim Social Security benefits can feel overwhelming. While the option to start receiving benefits at age 62 is tempting, delaying

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