A Few Truths About Financial Planning
A good definition of financial planning is maximizing your financial resources to live your best life. Financial planning is a dynamic process. It is not something you can buy online or on the shelves. It is an ongoing process, not a product. In this week’s article, we are going to take a look at a few financial planning truths.
Solving the Financial Advisor Mystery: My Interpretation of a Convoluted Profession
by Matthew Broom, Forward Focus Financial Planning
What do a broker, a dually registered investment advisor, and a real financial planner have in common?
They all call themselves financial advisors (or planners).
And no one knows the difference. The distinction is real, though.
What Should I Expect from My Certified Financial Planner?
by Sahil Vakil, MYRA Wealth
A Certified Financial Planner, or CFP, is a professional who is licensed to help you manage your finances and make financial plans. They are held to strict ethical obligations so that they can assist you with these tasks. Many CFPs will act as fiduciaries, meaning that they are working in your best interest rather than the interest of themselves or their firm.
What's In a Designation?
Over the last few weeks, PFA has been able to celebrate a couple of great strides in professional development. Pardon me while I boast unapologetically.
Sam Chaplin, our portfolio administrator successfully passed the Level I exam of the Chartered Financial Analyst designation. Actually, ‘successfully passed’ is a bit of an understatement: In a year where the first level had a 41% pass rate, Sam turned in an overall performance in the top decile of test-takers. On to the Level II exam, Sam!
Never one to be outdone, Abrin Berkemeyer, PFA’s newest Lead Advisor, passed the CERTIFIED FINANCIAL PLANNER™ credentialing exam.
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.