financial planning

10 Simple “CFP Topics” You Want to Get Right

Despite the complexity of financial planning, many professionals still focus on “common issues” that you should be getting right, too.

Slam dunks intentionally forgo the extra point possible in a 3-point shot. Smart financial planning works the same exact way.

“It depends” is a near-universal phrase in personal finance. How do we get more financial certainty when “it depends” surrounds us?

Even simple financial planning tools – like a backdoor Roth IRA – can lead to $100,000+ savings in the long run.

How do you Wordle? Fast and furious, or slow and methodical? Financial planning works the same way…but with thousands of dollars on the line!

This will piss off some advisors, but not everyone needs professional financial help. Here’s the analogy I use to explain it.