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A community of financial planning experts ready to help you.
Welcome to FPA
A community of financial planning experts ready to help you.
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5.16.12
A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective seemed to be the wealthiest. Those wealthier participants were more forward thinking.
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You should first have an open and focused conversation with your children about their expectations.
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Is paying college tuition a tax deduction?
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There is perhaps no more revered institution in America than that of Sport.
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Your gender can directly affect your credit card debt.
Put the client's best interests first
Act with due care and in utmost good faith
Do not mislead clients
Provide full and fair disclosure of all material facts
Disclose and fairly manage all material conflicts of interest
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"If you have to dig deeper, search online for planners in your neighborhood through reputable organizations like the …Financial Planning Association."
Read the full TIME article.
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