October is Financial Planning month. As advisors, we believe financial planning is essential for everyone. Over the last few years, we have written some great articles to help you get started.
Posts Tagged: financial planning
Alphabet Soup – What Do all Those Letters Really Mean?
Have you noticed all those letters behind your advisor’s name? Knowing what the designations mean can help you better understand your advisor’s education background and skill set. Charlie Kerwood goes over some of the common designations you may see.