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Browsing Tag

CFP

10 posts
PPersonal finance
Many Gen Z adults still get financial help from their parents
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Many Gen Z adults still get financial help from their parents

  • 12 April 2026
Anchiy | E+ | Getty Images Relying on your parents for money can help you to become independent.…
PPersonal finance
Maximize your wealth with these tax strategies
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Maximize your wealth with these tax strategies

  • 30 March 2026
Morsa Images | E+ | Getty Images To maximize wealth, Americans should look beyond smart investments and embrace…
PPersonal finance
Simple tips to transition from MF distribution to wealth management set up
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India sees significant rise in CFP professionals in 2025

  • 29 March 2026
India recorded a 10% year-on-year growth in the number of Certified Financial Planner® professionals in 2025, taking the…
PPersonal finance
How to talk about money as a couple: 'Money Together' authors
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How to talk about money as a couple: ‘Money Together’ authors

  • 8 November 2025
Douglas and Heather Boneparth Photo: Sylvie Rosokoff Love is complicated. Add in money and it gets even more…
PPersonal finance
How to create a plan
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How to create a plan

  • 27 October 2025
Even as a record number of Americans are reaching retirement age, many adults have not considered the impact…
PPersonal finance
How to Start a Budget After 50
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How to Start a Budget After 50

  • 6 May 2025
Baggerly recommends limiting discretionary spending to 20 percent to 30 percent of your take-home pay. “But if you’re…
PPersonal finance
How to protect your nest egg from tariff volatility near retirement
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How to protect your nest egg from tariff volatility near retirement

  • 21 April 2025
Alistair Berg | Digitalvision | Getty Images After the latest stock market volatility, many Americans are feeling stressed…
PPersonal finance
Financial Planners Share Errors That Can Sabotage Efforts to Trim Spending
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Financial Planners Share Errors That Can Sabotage Efforts to Trim Spending

  • 20 April 2025
Several major companies have said that they would likely raise prices on products if President Donald Trump’s many tariffs…
PPersonal finance
India Faces CFP Shortage Amid Growing Demand - FPSB CEO
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India Faces CFP Shortage Amid Growing Demand

  • 11 April 2025
India has only 3,215 Certified Financial Planners (CFPs), not enough to meet the rising demand, says FPSB CEO…
PPersonal finance
Strategies to keep your money safe amid market volatility
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Strategies to keep your money safe amid market volatility

  • 9 April 2025
Stock markets in the U.S. and around the globe have dropped since last week when President Donald Trump…
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