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Month: April 2012

What Does a CFP® Certificant Do?

By Bruce Starks, CPA, CFP® | April 30, 2012

One of the great benefits of the CFP® Certification is the number of doors it opens in terms of a career path. While the traditional financial planner is what most people associate with a CFP® Certificant, there are many jobs in the financial services industry you’ll see certificants working in. Below we’ve listed a few…

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Financial Planning Strategies to Maximize Social Security Benefits

By Bruce Starks, CPA, CFP® | April 16, 2012

A major decision in retirement planning is identifying when to begin withdrawing Social Security retirement benefits. If you begin receiving benefits before your normal retirement age, you receive a smaller monthly benefit, but with a longer life expectancy (resulting in more benefit checks received); if you delay until after normal retirement age, you get larger…

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Telling Your Story Can Lead to Successful Relationships

By Ross Greene | April 2, 2012

Everyone knows the importance of making a connection with your client. Well, hopefully everyone. But the problem for some can be how to make that connection. The latest issue of Financial Planning Magazine has a succinct article on one way to go about doing that – sharing a powerful personal story. The point of the…

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