#certifiedfinancialplanner — Public Fediverse posts

Solo aging in Canada: The financial and legal steps every single senior needs to take before a health crisis

Solo aging When we’re young, we don’t spend much time thinking about the logistics of getting older. We…
#Canada #CanadaPensionPlan #CertifiedFinancialPlanner #estateplanning #financialplanning #OAS #StatisticsCanada #TheWallStreetJournal #WarrenBuffett
https://www.europesays.com/canada/116109/

https://www.europesays.com/ie/547011/ 5 warning signs it’s time for Canadians to find a new financial adviser — and 1 question to ask first #Adviser #Business #Canada #Canadians #CertifiedFinancialPlanner #Éire #FinancialAdviser #FinancialGoals #FinancialIndustryRegulatoryAuthority #IE #Ireland #PersonalFinance #PersonalFinance

https://www.europesays.com/ie/543577/ 1 in 3 retirees hit their 80s without touching their savings — and the 4% rule is partly to blame #Business #CertifiedFinancialPlanner #CraigCopeland #EBRI #Éire #EmployeeBenefitResearchInstitute #IE #Ireland #PersonalFinance #PersonalFinance #Retirement #RobertKiyosaki #spending #TheEmployeeBenefitResearchInstitute

1 in 3 retirees hit their 80s without touching their savings — and the 4% rule is partly to blame

You spend your whole working life hearing one thing about retirement: don’t run out of money. Save hard,…
#NewsBeep #News #Personalfinance #Business #certifiedfinancialplanner #CraigCopeland #EBRI #EmployeeBenefitResearchInstitute #Finance #PersonalFinance #Retirement #RobertKiyosaki #spending #theEmployeeBenefitResearchInstitute #UK #UnitedKingdom
https://www.newsbeep.com/uk/641092/

https://www.europesays.com/uk/1018736/ ‘Dead money’: 3 financial advisors reveal where they’re parking cash as inflation hits a 3-year high #AndrewFincher #Business #CashFlowEfficiency #CertifiedFinancialPlanner #DaveRamsey #Finance #FinancialPlanner #FinancialAdvisors #InflationRate #marketwatch #NicholasBunio #PersonalFinance #RateOfInflation #SavingsAccount #UK #UnitedKingdom

https://www.europesays.com/ie/528229/ ‘Dead money’: 3 financial advisors reveal where they’re parking cash as inflation hits a 3-year high #AndrewFincher #Business #CashFlowEfficiency #CertifiedFinancialPlanner #DaveRamsey #Éire #FinancialAdvisors #FinancialPlanner #IE #InflationRate #Ireland #marketwatch #NicholasBunio #PersonalFinance #PersonalFinance #RateOfInflation #SavingsAccount

https://www.europesays.com/ie/511677/ ‘Dead money’: 3 financial advisors reveal where they’re parking cash as inflation hits a 3-year high #AndrewFincher #Business #CertifiedFinancialPlanner #DeadMoney #Éire #FinancialAdvisors #FinancialPlanner #IE #InflationRate #Ireland #marketwatch #PersonalFinance #PersonalFinance #PurchasingPower #RateOfInflation #RobertKiyosaki #SavingsAccount

https://www.europesays.com/uk/996284/ ‘Dead money’: 3 financial advisors reveal where they’re parking cash as inflation hits a 3-year high #AndrewFincher #Business #CertifiedFinancialPlanner #DeadMoney #Finance #FinancialPlanner #FinancialAdvisors #InflationRate #marketwatch #PersonalFinance #PurchasingPower #RateOfInflation #RobertKiyosaki #SavingsAccount #UK #UnitedKingdom

Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree

It’s one of the most important questions that Americans have to answer as …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #certifiedfinancialplanner #DaveRamsey #JasonFichtner #PersonalFinance #retirementbenefits #RobertKiyosaki #socialsecurity #socialsecurityadministration #TaylorSohns #TylerGardner
https://www.newsbeep.com/us/658835/

Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree

It’s one of the most important questions that Americans have to answer as …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #certifiedfinancialplanner #DaveRamsey #JasonFichtner #PersonalFinance #retirementbenefits #RobertKiyosaki #socialsecurity #socialsecurityadministration #TaylorSohns #TylerGardner
https://www.newsbeep.com/us/658835/

Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree

It’s one of the most important questions that Americans have to answer as they near retirement: …
#NewsBeep #News #Personalfinance #AU #Australia #Business #certifiedfinancialplanner #DaveRamsey #Finance #JasonFichtner #PersonalFinance #retirementbenefits #RobertKiyosaki #SocialSecurity #SocialSecurityAdministration #TaylorSohns #TylerGardner
https://www.newsbeep.com/au/687657/

Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree

It’s one of the most important questions that Americans have to answer as they near retirement: …
#NewsBeep #News #Personalfinance #AU #Australia #Business #certifiedfinancialplanner #DaveRamsey #Finance #JasonFichtner #PersonalFinance #retirementbenefits #RobertKiyosaki #SocialSecurity #SocialSecurityAdministration #TaylorSohns #TylerGardner
https://www.newsbeep.com/au/687657/

https://www.europesays.com/ie/497692/ Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree #Business #CertifiedFinancialPlanner #DaveRamsey #Éire #IE #Ireland #JasonFichtner #PersonalFinance #PersonalFinance #RetirementBenefits #RobertKiyosaki #SocialSecurity #SocialSecurityAdministration #TaylorSohns #TylerGardner

Rowan University announces $10M gift to create School of Financial Planning | Rowan Today

Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines (EFE) to es…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #certifiedfinancialplanner #DeanMatthewSarkees #EdelmanFinancialEngines #PersonalFinance #RalphHaberli #RicEdelman #SchoolofFinancialPlanning #WilliamG.RohrerCollegeofBusiness
https://www.newsbeep.com/us/588946/

Rowan University announces $10M gift to create School of Financial Planning | Rowan Today

Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines (EFE) to es…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #certifiedfinancialplanner #DeanMatthewSarkees #EdelmanFinancialEngines #PersonalFinance #RalphHaberli #RicEdelman #SchoolofFinancialPlanning #WilliamG.RohrerCollegeofBusiness
https://www.newsbeep.com/us/588946/

Rowan University announces $10M gift to create School of Financial Planning | Rowan Today

Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines (EFE) to establish the School…
#NewsBeep #News #Personalfinance #AU #Australia #Business #certifiedfinancialplanner #DeanMatthewSarkees #EdelmanFinancialEngines #Finance #PersonalFinance #RalphHaberli #RicEdelman #SchoolofFinancialPlanning #WilliamG.RohrerCollegeofBusiness
https://www.newsbeep.com/au/611903/

Rowan University announces $10M gift to create School of Financial Planning | Rowan Today

Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines (EFE) to establish the School…
#NewsBeep #News #Personalfinance #AU #Australia #Business #certifiedfinancialplanner #DeanMatthewSarkees #EdelmanFinancialEngines #Finance #PersonalFinance #RalphHaberli #RicEdelman #SchoolofFinancialPlanning #WilliamG.RohrerCollegeofBusiness
https://www.newsbeep.com/au/611903/

https://www.europesays.com/ie/439096/ Rowan University announces $10M gift to create School of Financial Planning | Rowan Today #Business #CertifiedFinancialPlanner #DeanMatthewSarkees #EdelmanFinancialEngines #Éire #IE #Ireland #PersonalFinance #PersonalFinance #RalphHaberli #RicEdelman #SchoolOfFinancialPlanning #WilliamGRohrerCollegeOfBusiness

https://www.europesays.com/uk/899080/ Rowan University announces $10M gift to create School of Financial Planning | Rowan Today #Business #CertifiedFinancialPlanner #DeanMatthewSarkees #EdelmanFinancialEngines #Finance #PersonalFinance #RalphHaberli #RicEdelman #SchoolOfFinancialPlanning #UK #UnitedKingdom #WilliamGRohrerCollegeOfBusiness

Expats in Spain need a trusted financial planner to navigate local taxes

By Peter Dougherty WHEN 100 expatriates in Spain are asked whether they would like to know more about…
#Spain #ES #Europe #Europa #EU #Bissanmanagement #Business #Certifiedfinancialplanner #finance #Financialplanner #newsspain #newspaper #peterdougherty #Tax #taxes #TheOlivePress
https://www.europesays.com/spain/4324/

https://www.europesays.com/uk/893381/ Expats in Spain need a trusted financial planner to navigate local taxes #BissanManagement #Business #CertifiedFinancialPlanner #EU #Europe #Finance #FinancialPlanner #NewsSpain #Newspaper #PeterDougherty #Spain #Tax #Taxes #TheOlivePress

https://www.europesays.com/uk/857464/ India sees significant rise in CFP professionals in 2025 #amfi #Business #CertifiedFinancialPlanner #CFP #DanteDeGori #Finance #FpsIndia #MutualFund #PersonalFinance #sebi #UK #UnitedKingdom

I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked

Goodboy Picture Company / Getty Images When you first meet with a financial advisor to see if they’re…
#NewsBeep #News #Personalfinance #AndrewLokenauth #AU #Australia #Business #certifiedfinancialplanner #Finance #Financialadvisor #investments #PersonalFinance
https://www.newsbeep.com/au/569639/

I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked

Goodboy Picture Company / Getty Images When you first meet with a financial advisor to see if they’re…
#NewsBeep #News #Personalfinance #AndrewLokenauth #AU #Australia #Business #certifiedfinancialplanner #Finance #Financialadvisor #investments #PersonalFinance
https://www.newsbeep.com/au/569639/

https://www.europesays.com/ie/406840/ India sees significant rise in CFP professionals in 2025 #AMFI #Business #CertifiedFinancialPlanner #CFP #DanteDeGori #Éire #FpsIndia #IE #Ireland #MutualFund #PersonalFinance #PersonalFinance #sebi

India sees significant rise in CFP professionals in 2025

India recorded a 10% year-on-year growth in the number of Certified Financial Planner® professionals in 2025, taking the…
#NewsBeep #News #Personalfinance #amfi #AU #Australia #Business #certifiedfinancialplanner #CFP #dantedegori #Finance #fpsindia #MutualFund #PersonalFinance #sebi
https://www.newsbeep.com/au/567881/

India sees significant rise in CFP professionals in 2025

India recorded a 10% year-on-year growth in the number of Certified Financial Planner® professionals in 2025, taking the…
#NewsBeep #News #Personalfinance #amfi #AU #Australia #Business #certifiedfinancialplanner #CFP #dantedegori #Finance #fpsindia #MutualFund #PersonalFinance #sebi
https://www.newsbeep.com/au/567881/

Are you financially free? Use the 33x rule to find out in 2 minutes

Financial freedom sets the foundation of a happy life. This is a goal that many aspire to achieve…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #33xrule #Business #certifiedfinancialplanner #financialfreedom #personalfinanceplanning #PersonalFinance #Safewithdrawalrate
https://www.newsbeep.com/us/543107/

Are you financially free? Use the 33x rule to find out in 2 minutes

Financial freedom sets the foundation of a happy life. This is a goal that many aspire to achieve…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #33xrule #Business #certifiedfinancialplanner #financialfreedom #personalfinanceplanning #PersonalFinance #Safewithdrawalrate
https://www.newsbeep.com/us/543107/

https://www.europesays.com/ie/401777/ Are you financially free? Use the 33x rule to find out in 2 minutes #33xRule #Business #CertifiedFinancialPlanner #Éire #FinancialFreedom #IE #Ireland #PersonalFinance #PersonalFinancePlanning #PersonalFinance #SafeWithdrawalRate

Are you financially free? Use the 33x rule to find out in 2 minutes

Financial freedom sets the foundation of a happy life. This is a goal that many aspire to achieve…
#NewsBeep #News #Personalfinance #33xrule #Business #certifiedfinancialplanner #Finance #financialfreedom #personalfinanceplanning #PersonalFinance #safewithdrawalrate #UK #UnitedKingdom
https://www.newsbeep.com/uk/492783/

https://www.europesays.com/uk/846764/ Are you financially free? Use the 33x rule to find out in 2 minutes #33xRule #Business #CertifiedFinancialPlanner #Finance #FinancialFreedom #PersonalFinance #PersonalFinancePlanning #SafeWithdrawalRate #UK #UnitedKingdom

https://www.europesays.com/ie/378128/ How to manage a parent’s debt before they pass #Business #CertifiedFinancialPlanner #Éire #ErinBury #EstatePlanning #FinancialCrisis #IE #InheritedDebt #Ireland #KatieKaplan #LosingAParent #PersonalFinance #PersonalFinance #WilliamChan

https://www.europesays.com/uk/817116/ How to manage a parent’s debt before they pass #Business #CertifiedFinancialPlanner #ErinBury #EstatePlanning #Finance #FinancialCrisis #InheritedDebt #KatieKaplan #LosingAParent #PersonalFinance #UK #UnitedKingdom #WilliamChan

Can AI do my taxes? Learn prompts, risks, and 3 ways AI can help.

ChatGPT wrote your last cover letter. But can it help you do your taxes? AI-powered tax features …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #agenticAIsystems #AI #AIchatbot #ArtificialIntelligence #certifiedfinancialplanner #financialinstitutions #Intuit #KeelaRobison #RobertPersichitte #taxpreparer #taxprofessional #taxsoftware #Technology #TurboTax
https://www.newsbeep.com/us/504196/

Can AI do my taxes? Learn prompts, risks, and 3 ways AI can help.

ChatGPT wrote your last cover letter. But can it help you do your taxes? AI-powered tax features …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #agenticAIsystems #AI #AIchatbot #ArtificialIntelligence #certifiedfinancialplanner #financialinstitutions #Intuit #KeelaRobison #RobertPersichitte #taxpreparer #taxprofessional #taxsoftware #Technology #TurboTax
https://www.newsbeep.com/us/504196/

Can AI do my taxes? Learn prompts, risks, and 3 ways AI can help.

ChatGPT wrote your last cover letter. But can it help you do your taxes? AI-powered tax features …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #agenticAIsystems #AI #AIchatbot #ArtificialIntelligence #certifiedfinancialplanner #financialinstitutions #Intuit #KeelaRobison #RobertPersichitte #taxpreparer #taxprofessional #taxsoftware #Technology #TurboTax
https://www.newsbeep.com/us/504196/

Can AI do my taxes? Learn prompts, risks, and 3 ways AI can help.

ChatGPT wrote your last cover letter. But can it help you do your taxes? AI-powered tax features …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #agenticAIsystems #AI #AIchatbot #ArtificialIntelligence #certifiedfinancialplanner #financialinstitutions #Intuit #KeelaRobison #RobertPersichitte #taxpreparer #taxprofessional #taxsoftware #Technology #TurboTax
https://www.newsbeep.com/us/504196/

https://www.europesays.com/ie/350984/ The three costly purchases that retirees say they regret #Business #CertifiedFinancialPlanner #DanielBleich #Éire #GettyImages #IE #Ireland #MaintenanceFees #MargueritaCheng #PersonalFinance #PersonalFinance #regret #retirees #Retirement #TheIndependent

https://www.europesays.com/uk/782104/ The three costly purchases that retirees say they regret #Business #CertifiedFinancialPlanner #DanielBleich #Finance #GettyImages #MaintenanceFees #MargueritaCheng #PersonalFinance #regret #Retirees #retirement #TheIndependent #UK #UnitedKingdom

Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That’s Wrong

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #certifiedfinancialplanner #elonmusk #Financialadvisors #Financialplanners #PersonalFinance #PeterDiamandis #PreciousMetals #retirementplanning #RetirementSavings
https://www.newsbeep.com/us/450194/

Financial Advisors Explain the Latest Changes in Retirement Advice. Here’s What to Know

Luis Alvarez/Getty Images Two-thirds of financial advisors are changing their…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #AllianceforLifetimeIncome #Business #certifiedfinancialplanner #Financialadvisors #investmentadvice #NathanSebesta #PersonalFinance #retirement #retirementinvestmentadvice #ScottBishop #socialsecurity #volatilemarket
https://www.newsbeep.com/us/404510/

Only 27% Think They’ll Survive a Financial Shock in Retirement. These Are The Two Costs That Often Surprise People

Patricio Nahuelhual / Getty Images Many retirees say they can’t absorb a surprise expense…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #certifiedfinancialplanner #Financialplanners #financialshock #financialshocks #Medicare #MikeCasey #PersonalFinance #retirementplan #supplementalinsurance #T.RowePrice
https://www.newsbeep.com/us/352963/

4 Mistakes That Derail Your Retirement, According to a Wealth Management Expert

Planning for retirement is complex, and even small missteps can have lasting consequences. To help you avoid costly…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #certifiedfinancialplanner #estateplanning #GOBankingRates #KimPotvin #PersonalFinance #retirement #retirementincome #socialsecurity #wealthmanagement
https://www.newsbeep.com/us/316792/

This little-known tax move takes the sting out of RMDs. Yet 90% of Americans are missing it. How not to be one of them

Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in t…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Business #adjustedgrossincome #certifiedfinancialplanner #DaveRamsey #IRAbalances #MarinerWealthAdvisors #QCD #qualifiedcharitabledistribution #registeredcharity #taxdeductions #taxableincome
https://www.newsbeep.com/us/301074/

7 Mental Habits That Can Lead You to a Wealthier Retirement

It’s easy to assume that only cold, hard logic — and cold, hard cash — are essential to…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Adaptability #Business #certifiedfinancialplanner #emotionalhabits #financialexperts #Investmentstrategy #PersonalFinance #retirement #retirementplanning #StephanShipe
https://www.newsbeep.com/us/253466/

I Asked a Financial Planner How To Retire Comfortably on $500K: Here’s What He Said

Retiring on $500,000 may sound unrealistic, but is it possible with careful planning? A half-million-dollar nest egg could…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #certifiedfinancialplanner #ChristopherStroup #Financialplanners #nestegg #PersonalFinance #SiliconBeachFinancial #socialsecurity #steadyincome
https://www.newsbeep.com/us/242455/

5 Retirement Moves You’ll Regret in 10 Years

Financial planners help people make better retirement decisions, but through their years of experience, they often see the…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Boersen #Business #certifiedfinancialplanner #CFPBoard #Financialplanners #MarkCuban #MatthewBoersen #PersonalFinance #retirement #spending
https://www.newsbeep.com/us/214691/

Former SEC Official Urges 15,000 Morgan Stanley Advisors to ‘Say No’ to Bitcoin ETFs, Citing ‘Mammoth Risk’ - The U.S. Securities and Exchange Commission’s former head of internet enforcement,... - https://news.bitcoin.com/former-sec-official-urges-15000-morgan-stanley-advisors-to-say-no-to-bitcoin-etfs-citing-mammoth-risk/ #certifiedfinancialplanner #wiseoriginbitcoinfund #isharesbitcointrust #financialadvisors #retailinvestors #cryptocurrency #johnreedstark #morganstanley #bitcoin

Former SEC Official Urges 15,000 Morgan Stanley Advisors to ‘Say No’ to Bitcoin ETFs, Citing ‘Mammoth Risk’ - The U.S. Securities and Exchange Commission’s former head of internet enforcement,... - https://news.bitcoin.com/former-sec-official-urges-15000-morgan-stanley-advisors-to-say-no-to-bitcoin-etfs-citing-mammoth-risk/ #certifiedfinancialplanner #wiseoriginbitcoinfund #isharesbitcointrust #financialadvisors #retailinvestors #cryptocurrency #johnreedstark #morganstanley #bitcoin

Former SEC Official Urges 15,000 Morgan Stanley Advisors to ‘Say No’ to Bitcoin ETFs, Citing ‘Mammoth Risk’ - The U.S. Securities and Exchange Commission’s former head of internet enforcement,... - https://news.bitcoin.com/former-sec-official-urges-15000-morgan-stanley-advisors-to-say-no-to-bitcoin-etfs-citing-mammoth-risk/ #certifiedfinancialplanner #wiseoriginbitcoinfund #isharesbitcointrust #financialadvisors #retailinvestors #cryptocurrency #johnreedstark #morganstanley #bitcoin