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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

International College of Financial Planning

It calls for the ability to connect the dots – between economic events, investor psychology, personal goals, and long-term asset behaviour. And this is precisely what the CFP® certification is built to instil. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance.

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Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth

Yardley Wealth Management

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. These conversations, while challenging, are essential for comprehensive family financial planning.

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Midlife Money Myths: Finances After 40

Your Richest Life

In fact, data from the American Institute for Economic Research showed that when older workers were surveyed, 82 percent reported that they successfully changed to a new career after age 45. Here’s the good news: the nature of work is changing. Gone are the days of people sticking to one job, and one company, for their entire career.

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GIFT City: India’s Strategic Gateway to Global Finance

International College of Financial Planning

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

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2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets

Your Richest Life

The best way forward is to keep an eye on your long-term plans, and try not to get derailed by uncertainty. Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

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Welcoming Francheska Ruiz and Chad Williamson to Our Advisory Team

Tobias Financial

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.

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2024 Recap: Markets, Economy and What’s Ahead

Your Richest Life

A Strong Economic Outlook In spite of higher interest rates, a presidential election and a slowing job market, 2024 was still a strong year for the U.S. The Trump administration has pledged some policy changes that could lead to economic impacts. Even so, Powell forecasted a strong U.S. The economy was up 2.7

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