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Growing & Protecting Your Financial Future 📈
To protect and grow your wealth, it’s essential to understand the major barriers: debt, inflation, and taxes. 💸 High-interest debt makes purchases costlier, inflation shrinks your purchasing power, and taxes can drain your savings. But there’s a simple solution: investing in an employer-sponsored 401(k). Surprisingly,…
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What sources do you rely on for recommendations on continuing education courses?
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Last Industry Insight of 2024! - Watch and Comment!
Check out our latest and last edition of Industry Insights of the year and let us know your thoughts in the comments below!
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Case Study - VOTE NOW!
Check out today's case study and vote for the correct answer below. Urwa, a CFP® professional who provides asset management services to several Clients. Urwa manages assets in accordance with a standard investment management agreement that she tailors to meet each Client’s investment needs. The agreement gives Urwa…
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Did You Know? - Continuing Education for Designation Renewal
Continuing Education for Designation Renewal: To renew your designation, you'll need to report Continuing Education (CE) hours at the end of your two-year authorization period. When renewing through your student portal, you do not need to upload or provide copies of your CE credits. Instead, you'll complete an electronic…
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Healthy habits are key to the success of any student!
Maintaining a healthy lifestyle is key to feeling our best and achieving our goals, both personally and professionally. From morning routines to evening rituals, the habits we cultivate can have a profound impact on our well-being. Whether it’s a new exercise routine, a mindful eating habit, a sleep strategy, or a practice…
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Let's talk about study habits that will set you up for success!
Develop New Habits As a financial planner returning to study after a period away, it's important to adjust your study habits to fit your current lifestyle. The long hours and last-minute cramming that worked in the past may no longer be effective. Many professionals find their productivity peaks in the morning, but evening…