How to Become a Certified Financial Planner (CFP)
I get asked pretty frequently about what the requirements are to become a Certified Financial Planner™ and what I went through to achieve the designation. Knowing there are over 800,000 people who can be considered “financial advisors” to some degree, I knew I had to differentiate myself. But it wasn’t all about being different; it was also about having a …
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How to Invest in Real Estate (12 Different Ways!)
Most investment portfolios and retirement plans are invested in stocks and fixed-income investments. But real estate is an excellent portfolio diversification because it’s a “hard asset.” As well, the long-term investment performance of real estate is hard to argue with. Adding some real estate to your portfolio can improve your investment returns over the long haul. Real estate is a …
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How to Avoid Money and Marriage Problems
Leaving the toilet seat up. <Guilty> Not noticing she got her hair trimmed a 1/4 of an inch. <A 1/4 of an inch, really? Does any guy notice this? > Pretending to not hear the newborn crying in the middle of the night. <Busted!> Trying to fix the problem instead of just listening. <Still haven’t figured this one out> In …
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Your Last Will and Testament
Creating an estate plan, writing down your last will and testaments, and identifying a healthcare proxy doesn’t seem like a fun way to spend a weekend. However, organizing your end-of-life paperwork and making sure you have a plan for your finances are some of the most important tasks you can complete as an adult. After all, you don’t want your …
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First Tech Federal Credit Union Review
There are plenty of different banks and credit unions for you to use all across the country. Each of them has different products, perks, and disadvantages you’ll need to consider when you’re shopping around for the perfect bank. What separates one from another? Today we’re going to look at First Tech Federal Credit Union. We’ll be looking into their account …
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MetLife Insurance Company Review
Metropolitan Life Insurance Company – now known as MetLife – is a leading provider of insurance products, as well as annuities and employee benefits programs around the globe. The company holds leading market positions not only in the U.S., but also in Europe, Japan, Asia, Latin America, Africa, and the Middle East. MetLife serves approximately 100 million customers worldwide, including …
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