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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Consider this: you walk into a Bank of America branch and ask for the best type of savings account on the market. Would you expect them to suggest one of their accounts or tell you to go online and open a high-yield savings account with a competitor? You can search for CFP® professionals here.

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The Advantages of Working with a CPA Financial Advisor

Tobias Financial

Advisors who have knowledge of tax laws alongside financial planning can help avoid potential pitfalls, improve tax efficiency, and ensure each decision aligns with long-term objectives. Our CEO, Marianela Collado, CPA/PFS, CFP, CDS is an example of how this combination of skills can benefit clients.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

This is another reason to use multiple avenues when looking to find a financial advisor. Ask for referrals Asking friends, family, coworkers, an accountant, or personal lawyer for a referral can be one of the most effective ways to find a fee-only financial advisor. You can also search for a planner on the CFP board website.

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Managing Money Stress in Turbulent Times

Your Richest Life

Its common for people to start avoiding their account balances or credit card statements during tough times, but getting clear on the numbers can help you feel more in control. Schedule monthly check-ins for your portfolio and more frequent check-ins for your bills and accounts to make sure youre not caught off guard by any shifts.

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Estate Planning as a Financial Steward

Cornerstone Financial Advisory

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV).

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. So it’s possible.

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Title Protection For (CFP) Financial Planners And The FPA’s Two About-Faces

Nerd's Eye View

At the same time, questions abound as to how the FPA realistically plans to pursue Title Protection, and its noticeable abstention from mentioning the CFP marks anywhere in its discussion of its new advocacy agency, despite the fact that the FPA is the membership association for CFP professionals.