When searching for a financial advisor, you’ll come across enough acronyms to fill a phone book. Financial advice can be a very broad topic, but most advisors narrow down their specialties to fill specific voids. Think of it like medicine...
If you’ve read anything about the financial advising industry, you’ve surely noticed the overwhelming number of acronyms. Every financial advisor has their own suffix attached to it and separately they can all be very confusing. We’ve discussed CERTI...
Working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) is usually seen as a privilege only the very rich can afford. Having enough money that you need guidance on what to do with it seems like a great problem to have. The truth is, a CFP® does not work s...
With over 100 different designations and specialties, financial advisors can often seem like a dime a dozen. You can’t go very far in this country without seeing a billboard or advertisement for a financial guru or tax specialist who claims to have t...
Hiring a financial advisor can be a confusing and tedious process. Different advisors have different qualifications and finding the right one means navigating a sea of different acronyms. If you’re looking for financial advice tailored to individuals...
The backdoor Roth IRA pro-rata rule is a little known but highly important regulation that can have significant implications for anyone executing a backdoor Roth IRA conversion. It stipulates how the IRS will treat pre-tax and after-tax contributions...
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