Your finances can’t manage themselves, but that doesn’t mean they won’t try. Bring all your finances together with the help of the one person who can — a CERTIFIED FINANCIAL PLANNER™ professional. CFP® – Let’s make a plan.
Bob Veres is a well known financial services industry pundit who strongly believes in a uniform fiduciary standard for all financial advisors. I hope you enjoy this article in which he describes some reasons that support his position.
Retirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events.
