These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

Personal Financial Specialist - complex business financial planning; business, bankruptcy, estate and divorce litigation; estate planning; and tax preparation. Provided expertise to The Wall ...

Should you get a financial specialist to help with your divorce ... taxes, retirement, personal finance and more - straight to your e-mail. Profit and prosper with the best of expert advice ...

Or opt for a CPA who has specialized as a Personal Financial Specialist (PFS™). A financial generalist like this is trained to analyze your situation and offer a comprehensive overview of your ...

Financial planners are specialists who help their clients with ... The National Association of Personal Financial Advisors. “Find a Fee-Only, Fiduciary Financial Planner Now.” ...

or a personal financial specialist (PFS). All three are board-certified professionals that have taken about a year of relevant coursework, passing a licensing exam and background check.

But they are still regarded as investment management specialists ... are also fee-only fiduciary financial advisors.

When you’re strapped, you might consider a cash advance from your credit card. A cash advance is a means of accessing money ...

If your financial adviser and certified public accountant (CPA) aren't already talking, this tax season would be a great time to introduce them. Most people understand the importance of having ...

Some financial advisors have in-house tax specialists, but at other times ... relationships with their CPA that can be just as personal as their relationship with a financial advisor.

A 33-year-old undertaker makes a healthy salary doing work he loves. He earns 36% more than the average American. A low-cost area makes that money go even further. Living below his means, this ...