Weekend Reading for Financial Planners (Aug 20-21)
Nerd's Eye View
Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the news that just two weeks after the Social Security...
Financial Adviser Vs Advisor - What's The Difference?
Financial advisor vs financial adviser vs financial planner vs financial consultant vs investment adviser or advisor. The financial services industry uses a remarkably wide range of labels to...
Why It's A Bad Idea To Borrow Based On What The Lender Will Allow
In a world where most major purchases – such as buying a house or a car – cannot be done with cash, the practical constraint to the question “how much can I afford to buy?” is usually based...
In the nearly 10 years since Kevin Keller took over as the CEO of the CFP Board, the rolls of CFP certificants have grown by over 35%, even admist a global financial crisis and an advisor...
Weekend Reading for Financial Planners (Aug 13-14)
Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the big news that 7 major universities, including Duke, Yale, and MIT, were all...
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