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Are You Making the Right Assumptions About Your Money?

Kelvin and Kesha are working with an architect to design their own home, and to do so, they must make certain assumptions. They plan to have children, so their floorplan includes two extra bedrooms. A two-car garage is also a

The Power of Financial Planning, Part Two

What Sets a True Financial Planner Apart from the Crowd The spectrum of professionals who offer financial planning services is a broad one — so broad, in fact, that it can be difficult to define exactly what a “financial planner”

What the New Tax Law Means for Your Wallet, Your Financial Future

It’s not a question of whether the most far-reaching federal tax overhaul in decades will impact you, but how much it will impact you, according to personal finance experts. If you earn an income, if you have money invested in

Kids, Parents and Paying for College: 7 Steps to Striking the Right Balance

If you’re a student who wants to go to college, or you’re the parent of a student with college aspirations, the dollar figures can be daunting. As of 2017, according to the College Board, the average all-in price (including tuition

A Baker’s Dozen for the Bottom Line: 13 Financial Hacks to Save Time, Money and Hassle

People are constantly looking for “hacks”: ways to improve their lives, to do more with less, to find new ways to gain and maintain an edge. It’s called progress, and it’s something human beings seemingly are wired to want and

Financial Planner or CERTIFIED FINANCIAL PLANNER™? One Word Can Make a World of Difference

Martha and Matt have goals. They want to find the time and the money to travel with their kids. They want to better manage their household finances. They want to help pay for their kids to attend college. They want

Career Day 2018

What We Can Learn from Gen Xers About Managing Our Finances

This article is the second in a series of three that explore what one generation has to teach other generations about money and managing their financial lives. The series began with an article discussing what we can learn from Millennials

A Household Spending Plan You Can Actually Stick To

There’s a reason why so many people don’t bother to put a household spending plan in place, or when they do, they struggle to follow it: because people generally don’t like to be told how to spend their money, regardless

Early bird registration is now open for the 2017 FPA Annual Conference

Each year thousands of financial planners from around the world gather at the FPA Annual Conference to take part in an unforgettable educational and networking event. This year won’t be any different! The 2017 FPA Annual Conference will be held


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