What is a CFP and what do they do? The term “CFP” stands for Certified Financial Planner. These are financial services professionals who have passed a rigorous series of seven courses on various aspects of personal financial planning and passed a challenging exam.

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When a worker who paid into Social Security passes away, their family members may be eligible to receive survivors benefits. These monthly payments can provide critical financial support, helping a spouse, children, or even dependent parents cover living expenses.

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Morgan Stanley’s Chief Investment Officer Mike Wilson is challenging one of the most time-tested formulas in investing. For decades, the 60/40 portfolio—60% equities and 40% bonds—has been the bedrock of retirement planning and institutional asset allocation.

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The Gold IRA market attracts retirement savers looking for stability and diversification, but it also attracts aggressive sales tactics. One of the most expensive mistakes you can make is falling for so-called “exclusive,” “proprietary,” or “limited-minted” coins.

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Moving your 401(k) to gold is, more often than not, as simple as finding a trusted gold IRA company you’d like to work with over the long term.

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When it comes to securing your retirement with physical gold and silver, choosing the right self-directed IRA custodian is one of the most important decisions you’ll make.

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