Thinking About My CFP Designation
I have been a CFP for over a decade and recently thinking more about the designation and how it is used. I figured it was worth sharing some of my thinking.
I have been a CFP for over a decade and recently thinking more about the designation and how it is used. I figured it was worth sharing some of my thinking.
I wanted to share some more details on how my single flat fee compares to the average advisor fees.
It is time for me to share a few good books I have been reading lately. Enjoy!
I wanted to share some quick updates for my firm for 2023. Here they are.
Some highlights on the new tax rules for next year as well as retirement contribution information for 2023.
I will be raising my fee for new clients as of January 1, 2023. Here is the update.