RetirementSavvy

Posts Tagged: cfp

This post was originally published in October 2015. Anyone that has read my book, RENDEZVOUS WITH RETIREMENT: A Guide to Getting Fiscally Fit, or has been reading this blog for a while knows that I have reservations about utilizing financial advisors (planners). In fact, I believe most people are better off educating themselves with respect… Read Article →

The following is a guest post from Benjamin Lupu, a Certified Financial Planner and founder of Kensington AMI, an asset-management firm in California. He has 36 years experience as an investment advisor, and his primary expertise is dividend and income investment and total return methodology. With the presidential election dominating the news cycles, many investors… Read Article →

Chris Costello is the CEO and Co-Founder of blooom. Chris has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and has been working with individual clients and building portfolio allocations for almost two decades. He also co-founded another investment advisory firm that currently manages over $500 million for clients. At blooom, Chris builds the actual models… Read Article →

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