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

Helping BestPrep Achieve Unreasonable Goals

Submitted by John Comer – Financial Education Committee When BestPrep asked me to talk about financial literacy to 600 juniors and seniors at Washburn High School, I checked the school’s website to see what I could learn about the school. 

Need to Update that Headshot? Symposium Photo Shoots Are Back in 2016

Why is it important to have a professionally photographed portrait for your company’s marketing? For the same reason you might hear a prospect say “I don’t need professional financial planning help, I am doing just fine on E-trade.” The answer

Call for Volunteers – Twin Cities Financial Planning Day

The 7th annual Twin Cities Financial Planning Day will be held on Saturday, October 29th from 10:00 am – 2:00 pm at the Wilder Center in St. Paul. The purpose of the event is to both increase the recognition and

Teaching Teens Financial Responsibility: 13 Proven Tips and Tactics from Financial Pros

With a teenager as part of the household, you likely already have your hands full with the often mind-bending responsibilities that come with parenting a child in the 21st century. But don’t let those day-to-day duties get in the way