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Should you cancel your CFP designation?

Sara Grillo

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.

CFP 80
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner?

CFP 59
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31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

License Your Music 13. Advertise with Your Car 22. Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. Most brokerages no longer charge trading commissions which is a huge saving for us!