Clever Girl Finance

JANUARY 22, 2024

10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall? Articles related to being wise with money Manage your large sum of money smartly! Would you save it, invest it, or treat yourself to a handful of nice things?

Management 98

Management Certified Financial Planner Financial Planner Taxes 98

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

WiserAdvisor

JUNE 2, 2023

In order to ensure you select the most suitable advisor for your unique financial requirements, it is essential to make an informed decision by understanding the different types of advisors, the financial services they provide, and the significance of their credentials. Their main area of focus is wealth preservation.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

SEPTEMBER 26, 2022

JR: That article was a big deal, obviously, the CFP Board reacted to that in a number of ways, to spend a lot of money and try to basically, I think to CFP Board’s credit they are the masters of spin, actually, I think they spunt it into… The messaging afterwards was, this is a wake-up call to us. Okay, so this is a list I have.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

After the 2018 Wall Street Journal article , it was revealed that thousands of CFP designation holders did not disclose to the Board what their disclosure history was, and the Board did not bother to check (Zweig, Fuller). 8 Is the CFP Board the financial institution equivalent of North Korea? JR feels this is harmful to consumers. #7

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CFP Financial Planner Ethics Financial Planning 80