Welcome to FPA
A community of financial planning experts ready to help you.
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9.19.12
STAYING Fiscally Fit
I've written several blogs comparing financial services to the diet & health industry...
Don’t Rely
on Heuristic
Decision Making
Don't make decisions that are too heavily influenced by readily available information.
Question
of the Week
I cashed an inherited IRA. What are the tax liabilities?
How To Be Happy
In Retirement
What can we do to improve our odds of a happy retirement?
Tip of
the Week
Tips for Portfolios in the Fall
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Search for a planner by city, state, ZIP code or specialty.
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Ask general financial planning questions and receive answers from FPA members — the financial planning experts.
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Put the client's best interests first
Act with due care and in utmost good faith
Do not mislead clients
Provide full and fair disclosure of all material facts
Disclose and fairly manage all material conflicts of interest
"If you have to dig deeper, search online for planners in your neighborhood through reputable organizations like the …Financial Planning Association."
Read the full TIME article.
More FPA in the News
