What is a Certified Financial Planner Professional?

While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark. A CFP® agrees to adhere to a strict code of professional conduct described in the CFP Board’s...

Staying on Track with Your Retirement Investments

All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. And asset allocation and diversification alone cannot guarantee a profit or eliminate the possibility of loss,...

Protect Yourself against Identity Theft

Two types of identity theft Account takeover is what happens when a thief gets your existing credit or debit cards (or even just the account numbers and expiration dates) and goes on a shopping spree at your expense Application fraud is what happens when a thief gets...

Key Estate Planning Documents You Need

Benefits of a will: Distributes property according to your wishes Names an executor to settle your estate Names a guardian for minor children Other benefits of a living trust: Gives someone the power to manage your property if you should become incapacitated Lets a...

Getting Help from a Financial Professional

When considering employing a financial professional, try to determine whether the individual or firm has experience in dealing with situations similar to yours. If you have substantial assets, you may require someone with a broader range of expertise than would be...