Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

APRIL 14, 2023

In my case, it was my experience as a financial planner. something percent being paid on savings accounts, or >1% being paid on 12-month certificates of deposit. Best of all, none of those brokers charge commissions for buying and selling individual stocks. “I But once you start one, think of it as a business.

Communication 90

Communication Investing Investments Accounting 90

Good Financial Cents

FEBRUARY 15, 2023

The best investment company for you will depend on what type of investor you are,” Andrew Latham, Certified Financial Planner and Managing Editor at SuperMoney.com. Schwab Minimum initial investment: $0 Commissions & fees: $0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds.

Investing 93

Investing Investments Commission Risk Tolerance 93

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Realty Mogul is a real estate crowdfunding platform that pools investors’ money to purchase large ticket properties (office buildings, retail space, etc.).

Accounting 105

Accounting Investing Investments Media 105