Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. With annuities now being able to be offered in 401k plans, the playing field has changed. Scott Salaske , CEO of Firstmetric.

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 10, 2023

I could have bought 1,400 shares of $VOO , but decided my backyard paradise was a better investment. Lifetime memories = generational dividends. Either way, becoming wealthy means making different decisions — decisions like picking a car you can buy in cash or driving your car for a decade so you can avoid car payments for several years.

Investing 109

Investing Investments Assets Accounting 109