No one knowingly wants to leave money on the table. And, yet, residents of the United States have a lot of unclaimed cash sitting out there in the ether just waiting to be recovered. Yesterday, I [...]
As a CERTIFIED FINANCIAL PLANNER™ professional that specializes in helping Gen Xers and Millennials, “retirement seems so far away” is a common sentiment shared by the majority of the individuals [...]
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.