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Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

International College of Financial Planning

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

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What Should I Do With My Old 403(b)? 5 Options to Consider

Walkner Condon Financial Advisors

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?” It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner.

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What Should I Do With My Old 403(b)? 5 Options to Consider

Walkner Condon Financial Advisors

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?”. It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner. Roll” the 403(b) into an IRA.

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Empowering Women in Finance With Lindsey Lewis

NAIFA Advisor Today

Lindsey Lewis is a Chartered Financial Consultant and a Certified Financial Planner who champions the advancement of women in the financial industry through research, education, and advocacy. She volunteers at nonprofits and holds degrees in personal financial planning and an MBA from Utah Valley University.