The Certified Financial Planner Board of Standards’ has opened public comment periods for its proposed amendments to its experience requirement for initial CFP certification and changes to its disciplinary rules.
Just about half of consumers say building a retirement fund is one of their most important financial concerns, a new survey finds, yet the majority do not have a written financial plan in place.
As an insurance agent for the past 15 years, I have never been more satisfied with my job of helping our seniors maneuver through the enrollment process of Medicare.