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What's Going On Out There? #33
Check out the video and let us know your thoughts on what's going on out there in the comments below! :)
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🚨New Video🚨 📹 What's Going On Out There? #29
Check out the latest episode of What's Going On Out There? and let us know your thoughts in the comments bellow. :)
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Ask Us Anything!
Do you have any questions about the Financial Planning field? Ask away in the comments and we will pick a few questions to have our team answer in discussion posts throughout the month. ✨
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More on CRPC!
Looking to learn more on what a CRPC (Chartered Retirement Planning Counselor) does and why they are so important? Check out this short video by our very own @Mike Harris, and click here to read a previous article on the same.
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📚New books on the psychology of financial planning📚
Have you read any of these books? If so, what is your opinion? 1.) The Psychology of Financial Planning by the CFP Board (black cover, paperback) 2.) The Psychology of Financial Planning Practitioners Guide by Klontz, Chaffin, & Klontz (blue cover, hardback) 3.) The Psychology of Financial Planning Practitioners Toolkit by…
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💰️Financial Moves To Avoid Before a New Year
Some financial moves are pretty obvious for us to know to avoid when entering a new year; however, there are many financial moves clients don't often think about or know to avoid altogether. Last month, our very own expert @CFP_PHD Sara Stolberg Berkowicz (certified financial planner), was featured in an AARP article on 9…