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Catching Dolphins in a Net Meant to Stop Sharks

Integrity. Trustworthiness. A commitment to clients’ best interests. These are all essential qualities for any advisor you entrust with your financial affairs. One clue to financial planners’ trustworthiness is the certifications they hold. Designations such as CFP® (Certified Financial Planner) and Chartered Financial Consultant (ChFC) require adhering to certain professional standards and codes of ethics. […]

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New Rules to Prevent Misuse of CFP® Designation Have Unintended Consequences

You’ve decided it’s time to engage a financial planner, but you don’t know any financial planners. How do you know whom to trust? For years I have recommended that you start by finding a professional with the CFP® designation. It’s become recognized internationally as the standard for financial planning. The CFP® designation is conferred in […]

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Survivor Planning for Couples a Difficult Topic

“It’s almost as if, ‘If we don’t talk about it, it won’t happen.” This comment from Rick appears in a recent Market Watch article by Andrea Coombes titled “Don’t leave your spouse in the money lurch.” For most couples, it’s a fact of life that one spouse will outlive the other. Yet many couples still […]

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Comparison Shopping for Financial Advice

You can spot comparison shoppers a few aisles away at any retail store. They are the ones carrying articles from Consumer Reports, badgering the salesperson with a million and one questions. People who manage money well are usually big fans of comparison shopping. If comparison shopping is important before choosing a new refrigerator or lawn […]

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Finding the Right Path to Wealth

After three decades as a financial planner, working with successful wealth-builders, you’d think I would have a clear idea of the right path for creating wealth. Instead, what I’ve learned is that there is no such thing. Here are just a few of the paths that aren’t the sure routes to wealth they might seem […]

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