What Do the Letters Mean After My Financial Advisor’s Name?

CFP®, CWS®, CFA®, PFS® - there are so many acronyms, but what do they all mean?

Have you ever wondered about the education needed, the exam process, or even how your advisor maintains their certifications. By researching the requirements of your financial advisor's certifications you can tell what kind of education and training they have. You can also tell if they continue their education, or stick with the old ways.

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Does my Financial Advisor Need to be Local?

I just got off the phone with tech support for my home printer.

It’s pretty incredible, they were able to remote into my home network and get everything working in only a few minutes. Problem solved!

It makes me appreciate how much things have changed over the last couple of decades.

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How to Sabotage Your Retirement by Using Multiple Advisors

I found myself thinking about eggs this morning. Maybe it's because Easter just passed. Or maybe I was just hungry.

Or it could have been because of a recent conversation about not putting all your eggs in one basket.

This simple wisdom is hard to deny and when applied to investing, it is at the heart of one of the most important and talked about concepts of risk management:  The technique of diversification.  


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Ballooning College Costs

The average cost of tuition and fees for the 2016–2017 school year is $33,480 at private colleges, and $9,650 for state residents at public colleges. It averages $24,930 for out-of-state residents attending public universities, according to data provided by the College Board.

Of course, that doesn't include an array of other expenses that push costs higher. The average cost of books can add another $1,200 per year, and room and board can run just over $10,000 (College Board). And we haven't even discussed what the meal plan will run!

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