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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks.

CFP 225
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Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement

Investing Caffeine

Hope is Not a Strategy We have lived through an endless number of scary headlines in some shape or fashion throughout our lifetimes. These are all interesting and important questions, but preparation for retirement is much more important than panicking over issues you have no control over. Risk Tolerance: What is your asset allocation?

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#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients 130
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Your Most Important Asset

Random Roger's Retirement Planning

When ACA was in the process of being passed into law, skeptics were saying it was a Trojan horse on the way to socialized medicine. How much are you likely to need to spend per month for everything when you're retired?

Assets 70
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The Food Pyramid Is Killing Us

Random Roger's Retirement Planning

It laid out the threat and dug in with some numbers. There was mention of the potential pain for people who retire before they can start Medicare for having to find health insurance either through Healthcare.gov or some other way. Apparently, health insurance companies are asking for regulatory approval to increase premiums by 10-20%.

Food 68
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How To Create A Bare Bones Budget

Clever Girl Finance

Retirement contributions Your long-term retirement savings might be impacted by your budget, especially when you are trying to lessen your expenses. If you still have a job If you are employed, keep on making contributions to your retirement account. You can adjust the expense numbers to fit your personal situation.

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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? BUCKLEY: And I was lost and I wasn’t going to go into medicine. We were losing market share in the critical retirement, the 401(k) business.

Clients 269