Tag Archives | CERTIFIED FINANCIAL PLANNER™
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A Better Way After Divorce

I’m still so excited about a presentation I gave Monday for the Boca Raton chapter of the National Association of Divorce Professionals (NADP). The talk was on “The Power of Positive Planning After Divorce,” and it showed how smart financial and investment planning after divorce can totally change financial outcomes and put divorced individuals back on track […]

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Congratulations, Nadia!

We held a little celebration last week for Client Service Associate Nadia Rullo. As you may know, Nadia is studying for the Certified Financial Planner (CFP®) designation, which normally includes six course modules, with an exam after each one, and a comprehensive exam at the end. The entire program might take one to two years, […]

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Quote Of The Week: Finding The Right Financial Advice

Where do you turn when you need financial advice? It’s hard to know whom to trust, and even harder to know who can give you the unbiased and experienced guidance you need. The personal finance experts at Kiplinger Personal Finance, who have been helping Americans manage their finances since 1920, explain why you may want […]

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Congratulations To New CFP® Rachael Grattan!

We consider it a huge accomplishment to complete the CERTIFIED FINANCIAL PLANNER™ curriculum and requirements. So please join with us in offering our warm congratulations to Rachael Grattan in our office, who just successfully completed all requirements of the CERTIFIED FINANCIAL PLANNER™ program and earned her right to use the CFP® mark! Rachael also received a […]

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