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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Are you looking for the best financial advisors in the Washington, DC, Maryland, and Virginia (DMV) area? We’ve curated a list of top advisory firms renowned for their expertise, integrity, and commitment to helping you achieve your financial goals.

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With about 1.6 million people living within city limits (the fifth largest city in America) and about 6.2 million people living in the greater Philadelphia Metropolitan Area (the seventh largest metro area in America), there is no doubt that Philadelphia is one of the nation’s most important—and historic—cities.

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If you are a military member or federal employee, you’re eligible to participate in the government’s Thrift Savings Plan (TSP). This plan provides some basic investment functionality, but you might like to know how you can include physical gold and silver in your retirement plan to safeguard against recessions, monetary devaluations and economic collapse.

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Phased retirement is an increasingly popular option that allows individuals to gradually transition from full-time work to retirement. This can be achieved through various methods, including part-time work, role changes, new jobs, or extended breaks.

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Financial advisors are professionals whose job is to provide accurate and timely advice about financial strategies and products and to help you achieve your financial goals. But choosing a financial advisor isn’t easy.

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