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  • New Community for Career Changers

    When I started my journey to become a financial planner I quickly learned that there is a lack of information out there for career changers. I found it difficult filtering through the financial industry resources trying to find the kind of information I was looking for. I hope this community can become a useful resource for those looking for help and answers.

  • A Young Planner’s Advice to the Profession

    Written by Rianka R. Dorsainvil, CFP®
    2015 FPA NexGen President-Elect
    FPA Awards Committee Member

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Community Blogs

  • If you are concerned about an individual growing older, such as a parent, long term care insurance can provide a lot of benefits in addition to your peace of mind. Long term care insurance, when purchased at the right time, can safeguard against the...

  • How you think about your retirement has a big impact on the way you approach succession planning. There are two common misconceptions that business owners might have about retirement, both of which can throw off the purposes of your business succession...

  • It’s been said time and again that you should evaluate your documents and estate plans on an annual basis. Of course, this is good practice. You should keep these things in mind when scheduling your annual appointment with your estate planning attorney....

  • You may have personal and sentimental collectibles that you have cherished for a long time, but your family members may not feel the same way about this one. It’s all too common that an individual inherits a family member’s collection of items and...

  • According to CNBC , the baby-boom generation and are approaching retirement has been a threat for decades. These days, however, it’s easy to see how the many individuals retiring on a daily basis is influencing our economy as a whole. Every month,...

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