On today’s edition of “CT BUZZ,” Host Natasha Lubczenko welcomed Eric Hogarth, Certified Financial Planner ®(CFP) and Senior Partner at Johnson Brunetti Retirement ...
Lisa McInerney is a Vice President and Wealth Management Advisor at Merrill in Bloomfield Hills, where she provides planning-based guidance to individuals, families, businesses, and multigenerational ...
Test your knowledge of credit cards, buying a home, saving for college or retirement and other things that affect your wallet.
In the coming weeks, the CFP Board will launch a working group to reconsider whether a bachelor's degree should remain a ...
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Shopping for a financial advisor? Ask these 7 questions
Make sure you understand what fees you’ll be charged. Are you ahead, or behind on ...
The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...
The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...
Money management feels a lot less overwhelming when you have the best certified financial planners (CFPs) in Austin on your side. The financial advisors featured here offer financial planning services ...
You have been working for decades and finally, you can envision handing in your formal resignation that begins the initial process towards retirement. Depending on the actual date, you may want to ...
Edward Jones Financial Advisor Timothy Schell has attained his CFP® certification — the standard in financial planning –and has been authorized by CFP Board to use the Certified Financial Planner™ and ...
Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...
CFP Board today announced the results of the November 2025 CFP® Certification Exam. The exam was administered during a November 3-12 testing window to 3,970 candidates. Following the largest ever July ...
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