Your Richest Life

FEBRUARY 24, 2025

The cost increase last month affected expenses like car insurance, airfare, medicine and groceries. Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

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Your Richest Life

MARCH 15, 2022

These organizations are highly rated on Charity Navigator , a site that vets charities based on their transparency, accountability and finances: Americares is delivering medicine, emergency supplies and funding to help people affected by the Ukraine crisis. Charitable Giving: How to Work it into Your Life, Budget and Estate Planning.

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Inside Information

JULY 31, 2022

The other elephant in the room is the CFP Board, which has, at various times, explored becoming a regulatory body. Just like medicine or dentistry, law or accounting, this profession is a noble one, and it deserves respect.

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Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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