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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, a…
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 standa…
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 y…
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 pro…
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…
