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Next May, I will be eligible to retire penalty free in the Federal Employees Retirement System — and I plan on using the supplement until I am 62. I don’t plan on taking Social Security until I am 65 ...

He became a Certified Financial Planner and served in increasingly senior roles at CIBC ... “I want to build enough value in my client relationships that my clients think of me for advice on ...

One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...

There are a lot of different ways to increase your financial success, including strategies for making money, saving money, ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

Finding purpose, skills enhancement, and attracting new talent are just a few potential benefits for altruistic planners and ...

Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, today announced its acquisition of Reliant Wealth Planning (Reliant), a wealth ...

Jason Kley Elected to National FPA Board of Directors Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior ...