Don't get burned: 5 red flags to watch out for before choosing a financial advisor
A good financial advisor can help you grow your wealth, but the wrong one will charge high fees and promise big returns but ...
Longview News-Journal2d
Work With a Certified Financial Planner For Your Retirement Planning Needs
David Ware, CFP®, Retirement Advisor at Ware Financial in Longview, TX has attained their CFP® certification, the standard in ...
How should you pick a financial advisor? When is the right time?
Managing money can be a tricky task, whether you're just trying to set a budget or set yourself up for retirement.
What is Financial Planning? A Step-by-Step Guide
Discover the key steps in financial planning, including budgeting, investing, and retirement planning. Build a road map for ...
Financial Planning7d
Exit interview: CFP Board CEO Keller looks back on last two decades
Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to ...
The 6 Most Important Questions to Ask a Financial Advisor Before Hiring Them
Hiring a financial advisor is something a lot of people don’t think to do. But in reality, it could be an important step ...
Duquesne University's new financial planning track gets CFP Board approval for fall 2025 launch
Duquesne University launches Financial Planning Track in Fall 2025. Students gain resources from Duquesne's Investment Strategy Institute. A new undergraduate track Duquesne University plans to unveil ...
24/7 Wall St8d
The 6 Most Important Questions to Ask a Financial Advisor Before Hiring Them
Common licenses and designations you should look out for include Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC). 2. How much ...