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Search results for "CFP"



About 13 results. Sort By: Date | Relevance
Changing jobs? Don't make this big 401(k) mistake

With the average worker changing jobs every five years, here's a look at four approaches savers can take in handling existing 401(k) plan balances.
Source: CNBC.com | By: Sarah O'Brien, special to CNBC.com
What to do if you've won the Powerball jackpot

Don't end up like others who mismanaged their new found wealth; this advice could make the difference in protecting and growing your money. NBCNews reports.
Source: NBC News | By: Janet Stanzak
How to find your perfect financial advisor match

Tim Maurer of Buckingham and The BAM Alliance points out four key criteria any prospective financial advisor you're considering should meet.
Source: CNBC.com | By: Kenneth Kiesnoski
Would you hire Jessica Alba as a financial advisor?

Just because someone's financially successful doesn't mean he or she could be your financial advisor. Here's how to find the best advisor for you.
Source: CNBC.com | By: Landon Dowdy
Most Americans lack Social Security smarts: Study

A study by AARP and the Financial Planning Association found a wide gap in consumer perceptions of Social Security and the reality advisors preach.
Source: CNBC.com | By: Shelly Schwartz, special to CNBC.com
Suddenly single? Wait before tackling money issues

People who divorce or are widowed should put aside big financial decisions until they've seen a financial advisor and taken enough time to grieve.
Source: CNBC.com | By: Anna Robaton, special to CNBC.com
Financial planning is way beyond just investing

Whether you're in your 20s and just starting out or you're nearing retirement, a holistic financial plan that's about more than investments is key.
Source: CNBC.com | By: Sarah O'Brien, special to CNBC.com
Are target-date funds on the mark for your 401(k)?

Target-date funds are an increasingly popular part of 401(k) plans, but financial advisors say they are not always the best fit for every investor.
Source: CNBC.com | By: Sarah O'Brien, special to CNBC.com
Tap your 401(k)? No way  

Many strapped employees borrow from their own 401(k) retirement savings plans to pay bills but is this ever a good idea? CNBC Senior Personal Finance correspondent Sharon Epperson discusses 401(k) loans with certified financial planners Tim Maurer, of The BAM Alliance; Amanda Lott, of Regent Atlantic Capital; and Douglas Boneparth, CFP Board Ambassador New York.
Source: CNBC.com
Does your retirement plan need a reality check?

With an average net worth of $165,700 for Americans ages 55 to 64, those who are five years from retirement should do a thorough financial checkup.
Source: CNBC.com | By: Sarah O'Brien, special to CNBC.com