Latest articles by Kevin R. Keller, CAE
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Financial Adviser Designations Are Not All the Same
Just because a financial adviser has credentials after their name doesn’t mean they meet the same rigorous standards as others do. How to figure out who you can trust.
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Tempted to Make Rash Financial Decisions? Do This Instead
Americans are understandably stressed about the cost of living these days, and some might make emotion-driven choices that could cost them in the long run. What should they do?
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CFP vs. CPA: What’s the Difference and Who Should You Hire?
Certified financial planners and certified public accountants have different but complementary areas of expertise. You might want to work with an adviser who’s both a CFP and a CPA.
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How to Prepare to Work with a Financial Planner
Financial Planning Start off on the right foot by getting your financial ducks in a row before your first meeting. Here are some handy pointers for kick-starting a productive relationship.
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Is Your Financial Planner Acting in Your Best Interest?
Financial Advisers Not all financial professionals are held to the same standards. Some must meet a higher bar than others. What type of adviser are you working with?
Financial Advisers
