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How Financial Professionals can Help Clients Save for College: 529 Plans

Nationwide Financial

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) There are two types of 529 plans—each with its own advantages. Plans also vary by state, so location will come into play when choosing between plans.

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How Long to Keep Important Financial Records

MazumaBusinessAccounting

Keep the following documents for seven or more years: Income tax returns (federal and state) W-2s and 1099s Medical bills Contracts Receipts for tax-deductible items Mileage records Canceled checks Real estate tax forms Credit cards statements that contain purchases used as tax deductions Retirement plan contributions. for insurance purposes.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). There are even advisors that focus on planning for employees of specific companies. Working with an independent firm can reduce the risk of receiving biased advice. Do you have a unique situation?

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Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners

International College of Financial Planning

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? It helps build credibility, expand networks, and develop essential business relationships.

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Accelerate Your Career With the CFP® Fast Track Course

International College of Financial Planning

The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry. Single Exam Format: Fast track candidates take only one exam, covering all the essential aspects of financial planning. What Is the CFP® Fast Track Course?

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The 16 Best Jobs For Moms With No Degree

Clever Girl Finance

Whether you haven’t gone yet or never plan on going, there are plenty of ways to make a living without having a college degree. Requirements: Strong communication skills Some employers may require sales associate certifications 4. Requirements: Physical fitness skills Relevant certifications 6.

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How to Become a Financial Planner

International College of Financial Planning

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network.