It’s taken me some time but I’ve finally found the program I will go through to become a CFP. One of the requirements to sit for the exam is to go through 7 courses that cover important topics (like insurance and estate planning). I attempted to take these courses online thinking it would be the [...]
Guest Post by Amy Zimmerman
An effective and reliable financial planning is the task of a good certified financial planner. Indeed, while others might want to try to run their own finances it actually takes confidence, experience, and a lot of guts for any ordinary person to deal properly with the more complicated [...]
CFP and Me….
I believe it is safe to assume that all investors have a shared interest in maximizing their return on investments while minimizing risk (optimal portfolio). Most investors expect higher returns on investment for increased risk. There are theories associated with this investment behavior which compares different security (stock) portfolios to find the [...]
Talking money has ALWAYS been an interest of mine. My mother laughs about me when I was younger I would count the money in my piggy bank before I went to bed at night and then recount the money when I woke up in the morning. I couldn’t get enough of it!! All through high school [...]