When to Hire a Financial Planner

When to hire a financial planner? According to the Employee Benefits Research Institute’s 2022 retirement poll, one in every three working persons and retirees now works with a professional financial planner. Almost half of those without a planner intends to hire one in the future. A life event, such as marriage or divorce, is frequentlyContinue reading “When to Hire a Financial Planner”

Back to School Budgeting Guide

It’s Back-to-school season!  The shopping season is in full swing from early July through late September. Back-to-school shopping can be hard on a budget. Use this back-to-school budgeting guide to plan out your spending. School Supplies Before you go out and buy school supplies, take stock of what you already have in drawers or onContinue reading “Back to School Budgeting Guide”

Teachable Moment: Back to School Budgeting

It’s the back-to-school season which means back-to-school budgeting!   The shopping season is in full swing from early July through late September.  This season can be a teachable moment for back-to-school budgeting. Back-to-school shopping can be hard on a budget. Especially with 54 million returning children, most families intend to complete their shopping in oneContinue reading “Teachable Moment: Back to School Budgeting”


Many financial planners have voluntarily undergone training and met various requirements for specific professional certifications. Often, relevant work experience is required. Here are some Financial Planner Professional Certificates that these dedicated individuals earn. Certification: Accredited Estate PlannerDescription: Estate PlanningWebsite: http://www.naepc.org Certification: Accredited Financial Counselor (AFC)Description: Financial Counseling and Money managementWebsite: http://www.afcpe.org Certification: Certified Financial PlannerContinue reading “FINANCIAL PLANNER PROFESSIONAL CERTIFICATES”