Browsing Tag
Certified Financial Planner Board of Standards (CFP Board)
32 posts
New Standards Guidance Available for ‘Fee-Only’ CFPs
CFP Board this week issued a new guidance document to assist fee-only CFP professionals in complying with the revised Code & Standards.
May 16, 2019
‘Does My Employer Offer a 401(k)?’ Too Many Americans Don’t Know
Despite a strong economy, only 25% of Americans feel ready for retirement, with many unsure about their retirement savings options.
May 8, 2019