Feb
12

What is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional?

What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional designation is the only financial planning certification that requires financial planners to put the needs of their clients ahead of their own. Financial planners who earn the CFP® designation meet rigorous standards of professionalism and ethics, and are required to uphold the values […]

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Apr
06

An American Retirement Crisis? By Charles L. Stanley CFP® ChFC® AIF®

                  The National Institute on Retirement Security (NIRS) recently released a public opinion research report that found that an overwhelming majority of Americans – 86 percent – believe the nation faces a retirement crisis. Some of the findings are: Some 86% of respondents agree that the nation […]

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May
23

For the Solo Entrepreneur, a SEP-IRA, or a Solo 401 (k)

For the successful solo business person with no employees, but maybe a spouse, choosing the best option for retirement savings is important.  You want to be able to set aside the greatest amount with the options that are important to you.  People in this category are often consultants or solo professional practitioners of some sort. […]

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Nov
01

Should You Make Your Year-End Charitable Gifts From Your IRA?

by Charles L Stanley CFP® ChFC® AIF® When entering retirement, having a big, fat IRA feels good. It provides a certain sense of security —and that’s a good thing. However, when you consider estate planning for a family with a taxable estate in excess of $5.25 million, that big, fat IRA is a horrible asset […]

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