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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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Get free financial planning news, tips and articles.
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Want someone to speak to your group about financial planning?
1.27.12
As our baby boomer population starts contemplating the day they will leave the workplace, they will realize that there are a lot of decisions to be made...
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When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family.
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If I took more than required payments from an inherited IRA, would I be subject to the 10 percent penalty from the IRS?
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Learn some of the basic steps to reviewing your financial planning needs.
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For parents of prospective college students, financial aid forms need to be submitted soon. Learn which forms you need to fill out.
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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"When seeking advice, stick with nonprofit members of... financial planners affiliated with the Financial Planning Association."
Read the full U.S. News & World Report article.
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