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10 Smart Ways to Prepare for Retirement

Carson Wealth

Healthcare emergencies, unexpected home repairs, or the sudden loss of a loved one can shake up even the best retirement plan. Make sure you have at least a basic estate plan in place. Contribute to a Retirement Savings Plan A big part of how to prepare for retirement is putting your money to work. Ask questions.

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The Impact of Financial Planner Certification or CFP® on Career Growth

International College of Financial Planning

It demonstrates to employers, peers, and clients alike that the holder possesses a comprehensive understanding of financial planning concepts, including retirement, tax planning, investment management and estate planning.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Doug has traveled all over his home state of Virginia to host Social Security workshops for advisors. I really don’t.” – Derek Robinett.