-
Navigating Ethical Dilemmas in Financial Planning
Hey Faculty! 🌟 In the world of financial planning, ethical dilemmas are bound to pop up—whether it’s balancing client interests with your professional duties, dealing with conflicts of interest, or staying ahead of ever-changing regulations. 🤔💼 We’d love to hear from you! Question for you: What’s the toughest ethical…
-
How To Video Series: Search, Filter, and Tag!
Ready to get even more from your community? The video below shows you how to search, filter, and use tags like a pro! Got ideas for other videos or have questions? Share them in the comments!
-
The Tax Efficiency of ETFs versus Mutual Funds
When it comes to investing, performance is not just about high returns—it's also about how much of your return you get to keep. Exchange-traded funds (ETFs) have emerged as a highly efficient investment vehicle, especially when compared to traditional mutual funds. While both offer diversified exposure to markets, ETFs are…
-
Reflections on Financial Planning: A Journey Through the Evolving Landscape! 🌱💼
Hey, faculty! 🎓✨ It’s time to reflect on how far the financial planning field has come – and we want to hear YOUR take on it! Over the years, you've seen trends change, tools advance, and the entire industry shift in unexpected ways. 🌍💡 🔹 Tech Tools: From paper-based planning to AI-powered financial software, how have…
-
How to Use the CFFP Username & Tag Guide: Video Tutorial🎥
We continue our "How to" series with "How to use the CFFP username and tag guide." This video shows you how to use this guide to ensure your questions reach the correct person and your posts get the right visibility! Let us know if you have any questions in the comments below. :)
-
Happy St. Patrick’s Day! 🍀
Today is all about luck, laughter, and a little green! 🍀🌈 Whether you’re celebrating with friends or enjoying some quiet time, take a moment to reflect on the good things in your life. Here’s a fun idea: Share one thing you're lucky to have or experience today—maybe it's a great cup of coffee, a friendly conversation, or…
-
Thoughts From Our Financial Planners Faculty: Real World-Experience💪
Lesson from the Field: Share a real-world experience that students can learn from. Hey, faculty! Let’s make learning a bit more exciting by sharing those real-world experiences that turned into valuable lessons. 🧠💡 Think back to a challenging situation or a “lightbulb moment” in your career. Maybe you helped a client…
-
National Organize Your Home Office Day🎉
It’s National Organize Your Home Office Day! 🎉 Whether you’ve got papers piling up or your desk is your new favorite “junk drawer,” today’s the perfect excuse to tidy up and create a more productive and peaceful workspace! 💻✨ Here are some quick tips to get you started: Declutter: Get rid of things you don’t need – old…
-
Hiring
We are looking to hire a CFP or Certified Parapanner in Lexington, MA. If you are interested please contact me kristine.porcaro@lexingtonwealth.com
-
🌞 Fun Fact: The Brighter Side of Daylight Savings! 🌞
Daylight Saving Time (DST) is here, bringing longer evenings and more sunshine! While we adjust our clocks (and our sleep schedules), here are some fun facts to brighten your day: 1️⃣ Benjamin Franklin had the idea first! 🧐 He suggested adjusting sleep schedules to save candles back in 1784—but DST didn’t become official…
