There are many reasons to hire a financial planner. Good financial planning goes far beyond picking this stock or that stock. Check out more of my thoughts and quotes on GoBankingRates.com by clicking here.
Tag Archives | certified financial planner
If you are a frequent reader of finance and flip flops, you know how strongly I feel that a CFP® certification is critically important when looking for a financial advisor. As I’ve said before, I believe it should be the minimum requirement for entry into the industry. The current requirement to become a financial advisor […]
Are you a CPA? Do you need CPE credits? Come see me speak on “Financial Planning for 2015 & Beyond” on the following dates and receive 8 CPE credits (“Use discount code T15SD and save 10%”): In Philadelphia – April 29th, 2015 At the Crown Plaza, City Line Avenue In Bethesda, MD – May 22nd, […]