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Browsing Tag

certified financial planner

12 posts
PPersonal finance
Speakers at the event unveil the new banner of the School of Financial Planning, powered by Edelman Financial Engines.
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Rowan University announces $10M gift to create School of Financial Planning | Rowan Today

  • April 17, 2026
Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines (EFE) to establish the School…
PPersonal finance
GOBankingRates
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I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked

  • March 28, 2026
Goodboy Picture Company / Getty Images When you first meet with a financial advisor to see if they’re…
PPersonal finance
FIGHT STORY: THE BIGGEST FAVORITE OF THE TIPSPORT GAMECHANGER FACES THE CZECH VIKING
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India sees significant rise in CFP professionals in 2025

  • March 27, 2026
India recorded a 10% year-on-year growth in the number of Certified Financial Planner® professionals in 2025, taking the…
PPersonal finance
mint
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Are you financially free? Use the 33x rule to find out in 2 minutes

  • March 24, 2026
Financial freedom sets the foundation of a happy life. This is a goal that many aspire to achieve…
PPersonal finance
How to manage a parent's debt before they pass
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How to manage a parent’s debt before they pass

  • March 10, 2026
For many families, the grief of losing a parent is compounded by a harsh and unexpected reality: a…
PPersonal finance
The three costly purchases that retirees say they regret
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The three costly purchases that retirees say they regret

  • February 22, 2026
The golden years were never meant to be tarnished by regret. Yet that’s where some retirees find themselves…
PPersonal finance
These 5 steps can help you become retirement-ready
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These 5 steps can help you become retirement-ready

  • November 28, 2025
Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. How…
PPersonal finance
Why Financial Experts Say Dave Ramsey Is Wrong About 'Pausing 401(k) Contributions'
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Why Financial Experts Say Dave Ramsey Is Wrong About ‘Pausing 401(k) Contributions’

  • November 20, 2025
Beth Gwinn / Getty Images Before you take Dave Ramsey’s advice to pause 401(k) contributions to pay off…
PPersonal finance
Here’s How Following Dave Ramsey’s Money Advice Affects Wealth Building
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Here’s How Following Dave Ramsey’s Money Advice Affects Wealth Building

  • November 9, 2025
Financial guru and radio personality Dave Ramsey is well known for his “7 Baby Steps” — a financial…
PPersonal finance
7 Mental Habits That Can Lead You to a Wealthier Retirement
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7 Mental Habits That Can Lead You to a Wealthier Retirement

  • October 26, 2025
It’s easy to assume that only cold, hard logic — and cold, hard cash — are essential to…
PPersonal finance
How to save money on a low income​, according to Reddit
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How to save money on a low income​, according to Reddit

  • September 17, 2025
When you barely earn enough to cover your day-to-day expenses, setting aside money for a rainy day probably…
PPersonal finance
Forget the Canadian dream — Ramit Sethi’s 3 tips prove you don't need a home to build wealth
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Forget the Canadian dream — Ramit Sethi’s 3 tips prove you don’t need a home to build wealth

  • September 13, 2025
Ramit Sethi and Scott Galloway on a podcast Building wealth in Canada comes with unique challenges, but financial…
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